Broadhaven Securities LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 157804
- Registered since
- November 1, 2011
- Website
- www.broadhaven.com
Firm profile
FINTRXOverview
Broadhaven Securities LLC is organized as a limited liability company and is classified in the dataset as an investment bank. The firm is owned by a combination of a domestic entity and an individual. The FINTRX snapshot provides minimal detail about what the firm does day-to-day: fields for client types, fee structure and specific advisory or business activities are empty in the record. The profile indicates Broadhaven is not a capital allocator and is not identified as an active ESG investor. It’s also not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or as a related adviser. Beyond those structural attributes, the dataset supplies little color on strategy, product shelf, or client segmentation.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Meghan Lockwood
Partner and Chief Operating OfficerCRD 4474368
Contacts
3 of 36
Gregory Phillips
Co-Founder & PartnerCRD 3269223
John Simpson
PartnerCRD 2020859
Michael Deleray
PartnerCRD 2029704
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 155 N Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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