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 an SEC-registered firm organized as a limited liability company and classified as an investment bank. The firm registered with the SEC in 2009. Ownership is listed as a combination of a domestic entity and an individual, which suggests a privately held structure rather than a publicly traded parent. Public filings and the provided snapshot offer only limited operational detail. Cascade Partners Bd, LLC is not identified as a capital allocator, does not describe itself as an active ESG investor, and is not listed as a multi-state adviser, pension consultant, or related adviser. There is no disclosed information about fee schedules, specific advisory activities, client segments, or product lines, so the precise mix of services beyond its investment bank classification is not visible from available data. The firm is reported to maintain two office locations.
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 6THEODORE ZIOLKOWSKI
AssociateCRD 7560359
CHRISTINA TSCHIRGI
Senior AssociateCRD 7390606
RAJESHKUMAR KOTHARI
Managing DirectorCRD 5514025
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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