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 listed as a limited liability company and is classified in FINTRX as an investment bank. The firm registered with the SEC in 2003 and is owned by an individual. The FINTRX profile indicates Oaklins Dp LLC does not act as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The dataset provides minimal detail about advisory or client-facing business activities; the classification suggests the firm’s primary role is investment-banking rather than discretionary wealth management.
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
Reed Phillips
CEOCRD 4624808
Contacts
3 of 9Jeffrey Lee Dearth
CRD 5695796

Lillian Liu
Managing DirectorCRD 5370438
Andrew Hoey
Vice PresidentCRD 7191657
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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