JP Portsmouth Capital LLC

Broker-DealerFINRA MemberEst. 2024
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 and is registered with the SEC as of 2024. FINTRX lists the firm’s owner type as a combination of a domestic entity and an individual and classifies the adviser as "unclassified." The database does not identify the firm as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm has not supplied detail on its advisory activities, business lines, client types, fee schedules, or investment preferences in the available record. That absence of disclosed operating detail means there is no public description here of the strategies, asset classes, or manager allocation priorities JP Portsmouth Capital pursues.

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

1 of 1
  • Frank Ghali

    Frank Ghali

    Founder and CEOCRD 4263048

Contacts

3 of 7
  • Harrison Tafur

    Harrison Tafur

    Senior AssociateCRD 6866504

  • Emily Komatsu

    Emily Komatsu

    AnalystCRD 7938319

  • Matthew Russo

    Managing DirectorCRD 6288489

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

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