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 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

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

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Wealth teams

FINTRX

Newly hired reps

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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