OAKLINS DP LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 124988
- Registered since
- July 8, 2003
- Website
- www.oaklins.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1REED PHILLIPS
CEOCRD 4624808
Contacts
3 of 9JEFFREY LEE DEARTH
CRD 5695796
LILLIAN LIU
Managing DirectorCRD 5370438
Andrew Hoey
Vice PresidentCRD 7191657
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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