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 and has been SEC-registered since 2016. Filings identify the owner type as a combination of a domestic entity and an individual. The firm's classification is shown as unclassified in the available records. The public record indicates Brooklands does not operate as a capital allocator, does not position itself as an ESG-active investor, and is not documented as a multi-state adviser, pension consultant, or related adviser. The source material does not include descriptions of the firm's advisory services, client segments, or fee structure.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

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Recent M&A activity

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Recent filings

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Awards

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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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth