Alkali Partners, LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Beaverton, Oregon
CRD number
299064
Registered since
September 11, 2019

Firm profile

FINTRX

Overview

Alkali Partners, LLC is organized as a limited liability company and was registered with the SEC in 2019. The firm is owned by an individual and is categorized in the source data as an investment bank rather than a traditional asset manager or registered investment adviser primarily focused on discretionary wealth management. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. The firm’s profile indicates it does not operate as a multistate adviser and is not listed as a pension consultant or a related adviser in the provided records. The firm has not supplied additional detail about its specific business or advisory activities, nor about affiliations or industry initiatives.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 6
  • Yichu Li

    Yichu Li

    Investment Banking AssociateCRD 7970166

  • Mun Hoe Sze Tho

    Mun Hoe Sze Tho

    DirectorCRD 6347542

  • Ethan Levine

    Ethan Levine

    AnalystCRD 7335661

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Beaverton, OR

Washington

Location

Beaverton, OR

Headquartered in Beaverton, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
Washington
Address
500 Sw 116 Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth