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 listed as a limited liability company and is classified in FINTRX as an investment bank. The firm registered with the SEC in 2003 and is owned by an individual. The FINTRX profile indicates Oaklins Dp LLC does not act as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The dataset provides minimal detail about advisory or client-facing business activities; the classification suggests the firm’s primary role is investment-banking rather than discretionary wealth management.

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
  • Reed Phillips

    Reed Phillips

    CEOCRD 4624808

Contacts

3 of 9
  • Jeffrey Lee Dearth

    CRD 5695796

  • Lillian Liu

    Lillian Liu

    Managing DirectorCRD 5370438

  • Andrew Hoey

    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