Cascade Partners Bd, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Southfield, Michigan
CRD number
148739
Registered since
June 3, 2009

Firm profile

FINTRX

Overview

Cascade Partners Bd, LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. Ownership is listed as a mix of a domestic entity and individual ownership. The profile on file does not identify the firm's fee model, client segments, or the specific business and advisory activities it conducts. FINTRX also records that Cascade Partners Bd, LLC is not a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or related adviser. The information available is sparse and limited to basic organizational attributes rather than operational detail. That lack of disclosure suggests either a narrow or inactive client-facing presence in the wealth management/registered-adviser space, or simply minimal public reporting to the data provider.

Assets & Accounts

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

Contacts

3 of 6
  • David Thomas

    David Thomas

    DirectorCRD 1146870

  • Rajeshkumar Kothari

    Rajeshkumar Kothari

    Managing DirectorCRD 5514025

  • Arjuna Murthy

    Arjuna Murthy

    Managing DirectorCRD 6409252

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Southfield, MI

Oakland

Location

Southfield, MI

Headquartered in Southfield, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Oakland
Address
1000 Town Ctr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth