Cascade Partners Bd, LLC

Broker-DealerFINRA MemberEst. 2009
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Southfield, Michigan
CRD number
148739
Registered since
June 3, 2009

Firm profile

FINTRX

Overview

Cascade Partners Bd, LLC is organized as a limited liability company and is recorded in FINTRX as having become SEC-registered in 2009. The database classifies the firm as an investment bank rather than a traditional registered investment adviser operating as a capital allocator. Ownership is listed as a combination of a domestic entity and an individual. FINTRX indicates the firm does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not listed as a pension consultant or related adviser. The profile in FINTRX does not include descriptions of client segments, fee schedules, or the firm’s advisory activities, so public-facing detail about its business model and client services is limited.

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
  • David Thomas

    David Thomas

    DirectorCRD 1146870

  • Rajeshkumar Kothari

    Rajeshkumar Kothari

    Managing DirectorCRD 5514025

  • Arjuna Murthy

    Arjuna Murthy

    Managing DirectorCRD 6409252

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth