Cascade Partners Bd, LLC
Firm details
- Headquarters
- Southfield, Michigan
- CRD number
- 148739
- Registered since
- June 3, 2009
- Website
- cascade-partners.com
Firm profile
FINTRXOverview
Cascade Partners Bd, LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. Ownership is listed as a mix of a domestic entity and individual ownership. The profile on file does not identify the firm's fee model, client segments, or the specific business and advisory activities it conducts. FINTRX also records that Cascade Partners Bd, LLC is not a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or related adviser. The information available is sparse and limited to basic organizational attributes rather than operational detail. That lack of disclosure suggests either a narrow or inactive client-facing presence in the wealth management/registered-adviser space, or simply minimal public reporting to the data provider.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 6
David Thomas
DirectorCRD 1146870

Rajeshkumar Kothari
Managing DirectorCRD 5514025

Arjuna Murthy
Managing DirectorCRD 6409252
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Southfield, MI
Oakland
Location
Southfield, MI
Headquartered in Southfield, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 1000 Town Ctr
- Time zone
- ET (UTC-5)
- Office locations
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