JP Portsmouth Capital LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
8
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
331351
Registered since
December 19, 2024

Firm profile

FINTRX

Overview

JP Portsmouth Capital LLC is organized as a limited liability company with ownership listed as a mix of a domestic entity and an individual. The firm is classified as "Unclassified" in the available dataset. The record indicates the firm does not act as a capital allocator and is not identified as an active ESG investor. The dataset provides few operational details: there are no entries for fee structure, advisory activities, business activities, or client segments. The firm is not listed as a multi-state adviser, is not flagged as a pension consultant, and is not recorded as a related adviser. No industry accolades, affiliations, or additional activity disclosures were supplied.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Frank Ghali

    Frank Ghali

    Founder and CEOCRD 4263048

  • Davie Baccei

    Davie Baccei

    Managing Director, Chief Compliance OfficerCRD 2746300

Contacts

3 of 6
  • Scott Kislin

    Partner and General CounselCRD 5868022

  • Matthew Russo

    Managing DirectorCRD 6288489

  • Caroline Luster

    FinOpCRD 6249048

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, 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
New York
Address
1 World Trade Ctr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth