Cascade Partners Bd, LLC
Firm details
- Headquarters
- Southfield, Michigan
- CRD number
- 148739
- Registered since
- June 3, 2009
- Website
- cascade-partners.com
Firm profile
FINTRXOverview
Cascade Partners Bd, LLC is registered with the SEC and organized as a limited liability company. FINTRX records show the firm was first registered in 2009 and is classified as an investment bank rather than as a traditional wealth manager or advisory firm. Ownership is listed as a mix of a domestic entity and an individual, suggesting a hybrid structure rather than a pure employee- or founder-owned RIA. The data indicates the firm does not act as a capital allocator and is not flagged as an active ESG investor. It is not identified as a multi-state adviser, a pension consultant, or a related adviser in the FINTRX entry. Several typical advisory fields (client base, fee structure, business activities and advisory activities) are not populated in the source record, which points to limited public disclosure of its client-facing or portfolio-management activities.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 6Theodore Ziolkowski
AssociateCRD 7560359

Christina Tschirgi
Senior AssociateCRD 7390606

Rajeshkumar Kothari
Managing DirectorCRD 5514025
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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