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Richard Marshall Cashin

OEP CAPITAL ADVISORS, L.P.·NEW YORK, New York
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510 MADISON AVENUE, 19TH FLOOR, NEW YORK, NY 10022CRD# 6415272Firm CRD# 173626
01

About

Richard Marshall Cashin is a registered financial advisor based in NEW YORK, New York, affiliated with OEP CAPITAL ADVISORS, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
OEP CAPITAL ADVISORS, L.P.
OEP CAPITAL ADVISORS, L.P.
AUM
$11.0B
Regulatory assets under management
Employees
70
Total firm employees
View all advisors at OEP CAPITAL ADVISORS, L.P. →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6415272
Firm CRD# 173626
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Marshall Cashin offer?
Richard Marshall Cashin specializes in Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.
What are Richard Marshall Cashin's credentials?
Richard Marshall Cashin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Marshall Cashin located?
Richard Marshall Cashin is based in NEW YORK, New York, working with OEP CAPITAL ADVISORS, L.P.. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Richard Marshall Cashin charge for services?
Richard Marshall Cashin's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OEP CAPITAL ADVISORS, L.P.?
OEP CAPITAL ADVISORS, L.P. has approximately 70 employees and manages $11.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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James Waring Koven
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Jessica Rae Marion
NEW YORK, NY

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