Brooklands Capital Strategies Bd, LP

Broker-DealerFINRA Member
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 operates as a placement agent. Ownership is listed as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not marked as an active ESG investor. Other firm-level designations in the source — including multi-state adviser, newly formed adviser, pension consultant, and related adviser — are all flagged negative.

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

1 of 1
  • Jill Demayo

    Jill Demayo

    Chief Compliance OfficerCRD 2843305

Contacts

3 of 5
  • Jeffery Ekberg

    Jeffery Ekberg

    Senior AdvisorCRD 6499537

  • Daniel Carroll

    Daniel Carroll

    Managing Partner & Co-FounderCRD 1549544

  • Peter Mcmillan

    Peter Mcmillan

    Managing Partner & Co-FounderCRD 1148731

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth