Brookfield Private Advisors LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 151423
- Registered since
- March 31, 2010
- Website
- www.brookfield.com
Firm profile
FINTRXOverview
Brookfield Private Advisors LLC is organized as a limited liability company and appears in FINTRX as an SEC-registered entity since 2010. The snapshot classifies the firm as an investment bank and identifies ownership as a mix of a domestic entity and an individual. The record indicates the firm is not a capital allocator and is not flagged as an active ESG investor. Additional operational attributes in the snapshot show it is not listed as a multistate adviser, not newly formed, and not a pension consultant or related adviser. FINTRX does not populate fields for client segments, fee structure or specific advisory activities for this record, so the firm’s target client types and day-to-day advisory model are not reflected in the available snapshot.
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
2 of 2Ashley Pak
Chief Compliance OfficerCRD 3189663

David Levi
CEO & Managing PartnerCRD 2387908
Contacts
3 of 114
Michael Trefz
Managing DirectorCRD 3144335

Chad Provost
Senior Vice PresidentCRD 6229713

Jamie Yeh
Product SpecialistCRD 8223358
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
- Brookfield Place Liberty St
- Time zone
- ET (UTC-5)
- Office locations
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