Brookfield Private Advisors LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
116
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
151423
Registered since
March 31, 2010

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Ashley Pak

    Ashley Pak

    Chief Compliance OfficerCRD 3189663

  • David Levi

    David Levi

    CEO & Managing PartnerCRD 2387908

Contacts

3 of 114
  • Michael Trefz

    Michael Trefz

    Managing DirectorCRD 3144335

  • Chad Provost

    Chad Provost

    Senior Vice PresidentCRD 6229713

  • Jamie Yeh

    Jamie Yeh

    Product SpecialistCRD 8223358

Unlock 111 more contacts

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
Brookfield Place Liberty St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth