Hapi
Firm details
- Headquarters
- Portland, Oregon
- CRD number
- 311868
- Registered since
- January 27, 2022
- Website
- hapi.trade
Firm profile
FINTRXOverview
Hapi is organized as a limited liability company and appears on the SEC register with an initial registration year of 2022. Ownership is identified as a combination of a domestic entity and an individual. The firm is classified as "Unclassified" in the available data and is not flagged as a capital allocator. Publicly reported firm attributes indicate it does not identify as an active ESG investor, it is not designated a multi-state adviser, and it is not listed as a pension consultant or related adviser. Several typical disclosure fields—client base composition, fee structure, and detailed advisory activities—are not provided in the available record.
Assets & Accounts
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
Owners & executives
1 of 1
Christian Maynard-Philipp
CEO & CCOCRD 6592228
Contacts
3 of 6
Steven Eng
Deputy CCOCRD 6293783

Nicole Brinkerhoff
CRD 5742266

Brian Megenity
CCOCRD 2889637
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Portland, OR
Multnomah
Location
Portland, OR
Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Multnomah
- Address
- 2646 Nw Cornell Rd
- Time zone
- PT (UTC-8)
- Office locations
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