Dorset Peak Securities LLC
Firm details
- Headquarters
- Hillsborough, New Jersey
- CRD number
- 312209
- Registered since
- September 15, 2021
Firm profile
FINTRXOverview
Dorset Peak Securities LLC is a limited liability company that registered with the SEC in 2021 and is classified in the source material as an investment bank. Ownership is listed as a mix of a domestic entity and an individual. The firm is not identified as a capital allocator and is not marked as an active ESG investor or a multi-state registered adviser. Public disclosures for Dorset Peak are sparse: the dataset provides no detail on the firm’s client segments, fee schedule, specific business lines, or the nature of any advisory activities. That lack of operational detail, combined with the investment bank classification, suggests the firm’s public profile centers on transactional or intermediary roles rather than traditional asset-management or advisory businesses that carry client AUM.
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
1 of 1
Jack Leventhal
Chief Executive OfficerCRD 2170953
Contacts
3 of 3
Daniel Ibarra
Registered RepresentativeCRD 2268659

Michelle Dickerson
Managing DirectorCRD 5188932

Shari Rothenberg
FinOpCRD 6590875
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hillsborough, NJ
Somerset
Location
Hillsborough, NJ
Headquartered in Hillsborough, NJ, 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
- Somerset
- Address
- 105 Raider Blvd
- Time zone
- ET (UTC-5)
- Office locations
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