Alphasource Capital Securities LLC
Firm details
- Headquarters
- East Quogue, New York
- CRD number
- 145875
- Registered since
- May 19, 2008
- Website
- www.alphasourcecap.com
Firm profile
FINTRXOverview
Alphasource Capital Securities LLC is a privately held limited liability company that registered with the SEC in 2008. FINTRX classifies the firm as a placement agent rather than an asset manager or capital allocator; it is owned by an individual and does not operate as a multi-state adviser, pension consultant, or related adviser. The dataset indicates Alphasource is not identified as an active ESG investor. The placement-agent classification implies the firm’s primary business model is facilitation of capital introductions and capital-raising services rather than discretionary portfolio management. FINTRX does not list advisory or asset-management activities for the firm.
Assets & Accounts
Location & Offices
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
2 of 2
Nicole Newhook
Chief Adminstrative Officer & Chief Operating OfficerCRD 2926958

Mark Tashkovich
CEO and Managing DirectorCRD 3076388
Contacts
3 of 3
Noelle-claire Lecann
PresidentCRD 1826421

Frank Shepard
Director of Private EquityCRD 864242

Johan Dahlen
Founding PartnerCRD 4249575
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
East Quogue, NY
Suffolk
Location
East Quogue, NY
Headquartered in East Quogue, 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
- Suffolk
- Address
- 35 Walker Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Abacus International Capital Corp.
Broker-DealerNew York, NY
Transamerica Investors Securities, LLC
Broker-DealerHarrison, NY
Purshe Kaplan Sterling Investments
Broker-DealerAlbany, NY
Kiwoom Securities (USA) Inc.
Broker-DealerNew York, NY
VCS Venture Securities
Broker-DealerNew York, NY
FAR Hills Group, LLC
Broker-DealerNew York, NY