Alkali Partners, LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Beaverton, Oregon
CRD number
299064
Registered since
September 11, 2019

Firm profile

FINTRX

Overview

Alkali Partners, LLC is a limited liability company that appears in regulatory records as an SEC-registered entity since 2019 and is classified in the dataset as an investment bank. Ownership is listed as individual rather than institutional. The firm is not identified as a capital allocator and is not marked as an active ESG investor. The snapshot also indicates it is not a multi-state adviser, not a pension consultant, and not listed as a related adviser. Several standard profile fields in the dataset—including client base, fee structure, business activities, and advisory activities—are not populated, which limits what can be inferred about the firm’s client focus or service model from these records alone.

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

Contacts

3 of 6
  • Yichu Li

    Yichu Li

    Investment Banking AssociateCRD 7970166

  • Mun Hoe Sze Tho

    Mun Hoe Sze Tho

    DirectorCRD 6347542

  • Ethan Levine

    Ethan Levine

    AnalystCRD 7335661

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Beaverton, OR

Washington

Location

Beaverton, OR

Headquartered in Beaverton, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
Washington
Address
500 Sw 116 Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth