Centerview Partners LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
243
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
133796
Registered since
May 17, 2005

Firm profile

FINTRX

Overview

Centerview Partners LLC is organized as a limited liability company and is classified in the dataset as an investment bank. Ownership is recorded as a combination of a domestic entity and individual owners. The firm's profile does not identify it as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser.

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
  • Dayle Burnes

    Dayle Burnes

    Chief Talent OfficerCRD 2657295

Contacts

3 of 242
  • Robert Pruzan

    PartnerCRD 2018542

  • Blair Effron

    Blair Effron

    PartnerCRD 1532642

  • Jeanne Vicari

    ControllerCRD 1975263

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
31 W 52nd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth