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 is registered with the SEC since 2013. The firm is owned by an individual and is classified in the dataset as “Unclassified.” Public-filing flags indicate it is not a capital allocator, does not identify as an active ESG investor, is not a multistate adviser, and is not tied to a related adviser or pension consulting activity. The firm did not provide details about its advisory activities, fee structure, client segments, or broader business activities in the source data.
Assets & Accounts
Investments & Alternatives
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 2William Portwood
CFOCRD 4853700

Melissa Hoots
Chief Executive Officer & Chief Compliance OfficerCRD 5392765
Contacts
3 of 16
Braxton Wall
PartnerCRD 5557276
Paul Gilbert
Institutional SalesCRD 809391
Paul Hauf
Sr. Vice PresidentCRD 2104371
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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