Belmont Capital

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
153792
Registered since
May 20, 2011

Firm profile

FINTRX

Overview

Belmont Capital is organized as a limited liability company and appears on SEC records with registration dating to 2011. Public filings identify the owner type as an individual and classify the adviser as "unclassified," which indicates limited granularity in how the firm's business model is reported. The available data does not list a client base, fee structure, specific advisory activities, or affiliations. The firm is not flagged as a capital allocator, an active ESG investor, a pension consultant, a related adviser, or a multi-state adviser. Several standard activity fields are blank in the source material, so there is little public detail about the services Belmont Capital offers or the market segments it targets.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Jeremy O'friel

    Managing DirectorCRD 5788986

  • Thomas Ryan

    Head of ResearchCRD 7504849

  • Thomas George

    FinOpCRD 5378303

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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
535 Fifth Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth