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 registered with the SEC since 2009. FINTRX classifies the firm as an investment bank rather than a traditional registered investment advisor, and ownership is reported as a mix of a domestic entity and an individual. Available records show limited detail about the firm's client-facing or advisory activities. FINTRX flags the firm as not operating as a capital allocator, not a multi-state adviser, not a pension consultant, and not a related adviser. The database also indicates Cascade Partners Bd, LLC is not identified as an active ESG investor.
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
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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