Oaklins Dp LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 124988
- Registered since
- July 8, 2003
- Website
- www.oaklins.com
Firm profile
FINTRXOverview
Oaklins Dp LLC is organized as a limited liability company and is classified in the source data as an investment bank. Ownership is listed as an individual-owner structure. The firm is not identified as a capital allocator, and it is flagged as not being an active ESG investor. Additional descriptors in the record indicate it is not a multi-state adviser, not newly formed as an adviser, not a pension consultant, and not designated as a related adviser. Public-facing information for the firm is sparse: the dataset does not list client types, fee models, advisory activities, or other business functions commonly reported by wealth managers and advisory firms. Given the classification as an investment bank and the absence of disclosed advisory or asset-management details, the firm’s primary activity appears centered on investment-banking services rather than managing client investment portfolios.
Assets & Accounts
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 11
Murray Beach
Registered RepresentativeCRD 1592450

Reed Phillips
Managing PartnerCRD 4624808

Lillian Liu
Managing DirectorCRD 5370438
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 90 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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