Oaklins Dp LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
11
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
124988
Registered since
July 8, 2003

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 11
  • Murray Beach

    Murray Beach

    Registered RepresentativeCRD 1592450

  • Reed Phillips

    Reed Phillips

    Managing PartnerCRD 4624808

  • Lillian Liu

    Lillian Liu

    Managing DirectorCRD 5370438

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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
90 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth