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 with individual ownership and is listed under an unclassified adviser type. Public disclosures for the firm are minimal: the dataset provides no description of its advisory services, client segments, fee schedules, or specific business activities. The firm is not identified as a capital allocator, an active ESG investor, a pension consultant, a related adviser, or a multi-state adviser according to the available fields. Because the firm has not supplied details about its investment process, product lineup, or target client profiles, there is insufficient information to assess its portfolio construction, risk preferences, or typical mandate sizes.
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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