Centerview Partners LLC

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
233
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 recorded in FINTRX as a limited liability company established as an investment bank and registered with the SEC in 2005. The firm is classified as an investment bank rather than a capital allocator or traditional registered investment adviser; the FINTRX snapshot identifies the owner type as a domestic entity/individual. The FINTRX entry flags several operational attributes: Centerview Partners LLC is not shown as an active ESG investor, is not designated a multi-state adviser, and is not listed as a pension consultant or related adviser. FINTRX does not populate fee structure, business activities, or advisory-activity fields for this record, which aligns with the classification of the firm as a non–asset-managing investment bank in the dataset.

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

    Dayle Burnes

    Chief Talent OfficerCRD 2657295

Contacts

3 of 232
  • Mark Doramus

    PartnerCRD 5566844

  • Frances Kim

    Frances Kim

    PrincipalCRD 6834052

  • Kristina Sowah

    Kristina Sowah

    PrincipalCRD 6966992

Unlock 229 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