CENTERVIEW PARTNERS LLC

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
235
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
133796
Registered since
May 17, 2005

Firm profile

FINTRX

Overview

Centerview Partners LLC is organized as a limited liability company and is classified in the source data as an investment bank. The firm was registered with the SEC in 2005. Ownership is listed as a domestic entity and individual ownership structure. The data indicates Centerview Partners is not positioned as a capital allocator or a multi-state registered adviser. It is also not identified as an active ESG investor or a pension consultant in the available profile. Several advisory and business-activity fields are blank in the source material, which is consistent with a firm that primarily operates in investment banking rather than acting as a traditional registered investment adviser managing client portfolios.

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

Owners & executives

1 of 1
  • Dayle Burnes

    Chief Talent OfficerCRD 2657295

Contacts

3 of 234
  • MARK DORAMUS

    PartnerCRD 5566844

  • FRANCES KIM

    PrincipalCRD 6834052

  • KRISTINA SOWAH

    PrincipalCRD 6966992

Unlock 231 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
31 W 52nd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth