CASCADE PARTNERS BD, LLC X-17A-5 (2026-04-14) — Broker-dealer annual report

Full text of CASCADE PARTNERS BD, LLC's X-17A-5 filed 2026-04-14 (period 2024-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.

Document text (excerpt)

{0}------------------------------------------------ | | UNITED STATES | | | OMBAPPROVAI | | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------|--------------------------------|----------------------------------------------------|-------------------------------------------------|--| | | SECURITIES AND EXCHANGE COMMISSION | | | 0MB Number: 3235-0123<br>Expires: Nov, 30, 2026 | | | | Washington, D.C, 20549 | | Estimated avernge burden<br>hours per response: 12 | | | | | ANNUAL REPORTS | | | SEC FILE NUMBER | | | | | FORM X-17A-5 | | 8-68063 | | | | | PART Ill | | | | | | | | | | | | lnformatlon Required Pursuant to Rules 17a-S, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 | | FACING PAGE | | | | | FILING FOR THE PERIOD BEGINNING 01/01/2024 | | | | AND ENDING 12/31/2024 | | | | MM/DD/VY | | | MM/DD/YY | | | | A. REGISTRANT IDENTIFICATION | | | | | | | | | | | | | NAME oF FIRM: Cascade Partners BO LLC | | | | | | | TYPE OF REGISTRANT (check all applicable boxes): | | | | | | | 0 Broker-dealer | D Security-based swap dealer | | | D Major security-based swap participant | | | 0 Check here if respondent is also an OTC derivatives dealer | | | | | | | ADDRESS DF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | | | | | | | | | | | | | | 1000 Town Center Suite 11 00 | | | | | | | | (No. and Street) | | | | | | Southfield | | Ml | | 48075 | | | (City) | | (State) | | (Zip Code) | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | | Rajesh Kothari | | 248-430-7723 | | rajk@cascade-partners.com | | | (Name) | | (Area Code - Telephone Number) | | (Email Address) | | | | B.ACCOUNTANT IDENTIFICATION | | | | | | | | | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing* | | | | | | | OHAB AND COMPANY, PA | | | | | | | | (Name - if individual, state last, first, and middle name) | | | | | | 100 E Sybelia Ave, Suite 130 | | Maitland | FL | 32751 | | | (Address) | (City) | | (State) | {Zip Code) | | | July 28, 2004 | | | 1839 | | | | {Date of Registration with PCA0!J) if applicable) | | | | (PCA0B Re_gistration Number, if applicable) | | | | | FOR OFFICIAL USE ONLY | | | | | | | | | | | | * Claims for exemption from the requirement that the annual reports be covered by the reports of .in independent public | | | | | | | accouritant must be s…

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