Brooklands Capital Strategies Bd, LP

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
San Francisco, California
CRD number
281951
Registered since
August 30, 2016

Firm profile

FINTRX

Overview

Brooklands Capital Strategies Bd, LP is organized as a partnership that registered with the SEC in 2016. The ownership is listed as a domestic entity and an individual. The firm is classified as unclassified in the source data and does not present itself as a capital allocator. It is not described as a multi-state adviser, not an active ESG investor, and is not flagged as a pension consultant or a related adviser. The record provides no detail on the firm’s advisory activities, fee structure, client types, or specific investment strategies. That absence of operational detail in the public snapshot limits what can be said about how the partnership positions itself in the market or the client segments it targets.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • Jill Demayo

    Jill Demayo

    Chief Compliance OfficerCRD 2843305

Contacts

3 of 5
  • Jeffery Ekberg

    Jeffery Ekberg

    Senior AdvisorCRD 6499537

  • Trey Parra

    Trey Parra

    Senior AssociateCRD 7488566

  • Maxwell Williamson

    Maxwell Williamson

    Vice PresidentCRD 6965532

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
1170 Gorgas Ave
Time zone
PT (UTC-8)
Office locations

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