BROOKFIELD PRIVATE ADVISORS LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 151423
- Registered since
- March 31, 2010
- Website
- www.brookfield.com
Firm profile
FINTRXOverview
Brookfield Private Advisors LLC is organized as a limited liability company and is SEC-registered (first registered in 2010). The FINTRX snapshot classifies the firm as an investment bank and lists ownership as a domestic entity/individual. The profile indicates the firm does not act as a capital allocator and is not identified as an active ESG investor. It is also not shown as a multi-state adviser, a pension consultant, or a related adviser in the available record.
Assets & Accounts
Investments & Alternatives
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 1DAVID LEVI
CEO & Managing PartnerCRD 2387908
Contacts
3 of 114MICHAEL TREFZ
Managing DirectorCRD 3144335
CHAD PROVOST
Senior Vice PresidentCRD 6229713
JAMIE YEH
Product SpecialistCRD 8223358
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- Brookfield Place Liberty St
- Time zone
- ET (UTC-5)
- Office locations
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