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 listed with a non-specific classification. Public disclosures indicate it does not operate as a capital allocator and is not identified as an active ESG investor. It is not flagged as a multi-state adviser or as a newly formed adviser.
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 2
Melissa Hoots
Chief Executive OfficerCRD 5392765
William Portwood
CFOCRD 4853700
Contacts
3 of 15
Chanel 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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