BROOKLANDS CAPITAL STRATEGIES BD, LP

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
281951
Registered since
August 30, 2016

Firm profile

FINTRX

Overview

Brooklands Capital Strategies Bd, LP is organized as a partnership and is an SEC-registered adviser that first registered in 2016. Ownership is recorded as a combination of a domestic entity and an individual. The firm's regulatory classification in the source record is listed as unclassified. The available record discloses little about Brooklands Capital Strategies Bd, LP’s advisory model or business specialties. It does indicate that the firm does not identify as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or as a related adviser to another registered entity. Fee structure, specific advisory activities and client segments are not provided in the data.

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

Owners & executives

1 of 1
  • JILL DEMAYO

    Chief Compliance OfficerCRD 2843305

Contacts

3 of 5
  • JEFFERY EKBERG

    Senior AdvisorCRD 6499537

  • Trey Parra

    Senior AssociateCRD 7488566

  • Maxwell Williamson

    Vice PresidentCRD 6965532

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
1170 Gorgas Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth