FALCON SQUARE CAPITAL, LLC
Firm details
- Headquarters
- RALEIGH, North Carolina
- CRD number
- 165225
- Registered since
- March 12, 2013
- Website
- www.falconsquarecapital.com
Firm profile
FINTRXOverview
Falcon Square Capital, LLC is organized as a limited liability company and has been SEC-registered since 2013. The firm is owned by an individual and is classified in the data as "unclassified." Reported attributes indicate it is not a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, and does not report pension consulting or related-adviser status.
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 2MELISSA HOOTS
Chief Executive OfficerCRD 5392765
WILLIAM PORTWOOD
CFOCRD 4853700
Contacts
3 of 14CHANEL VICINI
DirectorCRD 5939418
DEVON CUNNINGHAM
AnalystCRD 6199855
BRAXTON WALL
PartnerCRD 5557276
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
RALEIGH, NC
WAKE
Location
RALEIGH, NC
Headquartered in RALEIGH, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- WAKE
- Address
- 3701 Lake Boone Trl
- Time zone
- ET (UTC-5)
- Office locations
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