OAKLINS DP LLC

Broker-DealerFINRA MemberEst. 2003
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
124988
Registered since
July 8, 2003

Firm profile

FINTRX

Overview

Oaklins Dp LLC is a limited liability company that is registered with the SEC and has been on the books since 2003. It is classified as an investment bank and is owned by an individual. The firm does not present itself as a capital allocator and is not identified as a multi-state or newly formed adviser. It also does not list pension consulting activity, related-adviser status, or an active ESG-investing stance. Publicly available material for Oaklins Dp LLC provides limited detail about its operating lines, client segments, or advisory services. The firm indicates it maintains two office locations, though specific addresses and a breakdown of those offices are not included in the records reviewed here.

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

Owners & executives

1 of 1
  • REED PHILLIPS

    CEOCRD 4624808

Contacts

3 of 9
  • JEFFREY LEE DEARTH

    CRD 5695796

  • LILLIAN LIU

    Managing DirectorCRD 5370438

  • Andrew Hoey

    Vice PresidentCRD 7191657

Unlock 6 more contacts

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
90 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth