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FIRM PROFILE
Overview
BROOKLANDS CAPITAL STRATEGIES BD, LP is located at 1170 Gorgas Avenue, San Francisco, CA 94129 and was first established at San Francisco, Delaware in 01/12/2016. After operating for 10 years, BROOKLANDS CAPITAL STRATEGIES BD, LP has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of BROOKLANDS CAPITAL STRATEGIES BD, LP’s clients are individuals and 0% of their clients are high net worth individuals. BROOKLANDS CAPITAL STRATEGIES BD, LP has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at BROOKLANDS CAPITAL STRATEGIES BD, LP are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access BROOKLANDS CAPITAL STRATEGIES BD, LP‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at BROOKLANDS CAPITAL STRATEGIES BD, LP. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for BROOKLANDS CAPITAL STRATEGIES BD, LP Comes From
Understanding the Statistics for BROOKLANDS CAPITAL STRATEGIES BD, LP and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
1170 Gorgas Avenue, San Francisco, CA 94129
1170 Gorgas Avenue, San Francisco, CA 94129
Small
(415) 438-1200
Delaware since 01/12/2016
Partnership
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| BROOKLANDS CAPITAL STRATEGIES MANAGEMENT, L.P. | LIMITED PARTNER | ||
| BROOKLANDS CAPITAL STRATEGIES (GP), LLC | GENERAL PARTNER | ||
| CARROLL, DANIEL ASHTON | MANAGING PARTNER | 1549544 | |
| DEMAYO, JILL ELLEN | CHIEF COMPLIANCE OFFICER | 2843305 | |
| EKBERG, JEFFERY DAVID | FINOP | 6499537 | |
| MCMILLAN, PETER HAMIL | CEO & MANAGING PARTNER | 1148731 |
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Advisor's working at BROOKLANDS CAPITAL STRATEGIES BD, LP
Daniel Ashton Carroll
Jeffery David Ekberg
Maxwell Schuler Williamson
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