Investment adviser representative · Grandeur Peak Global Advisors
Liping Cai
CRD 5151396 · Salt Lake City, UT
At a glance
Liping Cai is an investment adviser representative with Grandeur Peak Global Advisors in Salt Lake City, UT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Liping’s SEC record dates to 2015, about 11 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Grandeur Peak Global AdvisorsSince October 2015Salt Lake City, UT · $3.8B in regulatory assets
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Liping’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.