Westcap Markets, LLC
Firm details
- Headquarters
- Rye Beach, New Hampshire
- CRD number
- 318970
- Registered since
- January 6, 2023
Firm profile
FINTRXOverview
Westcap Markets, LLC is organized as a limited liability company and is listed as an SEC-registered adviser as of 2023. Ownership is recorded as a mix of a domestic entity and an individual. FINTRX classifies the firm as unclassified and provides only minimal operational details; business activities, advisory offerings and fee arrangements are not disclosed in the dataset.
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
Contacts
3 of 6James Birle
Registered PrincipalCRD 1994489
Michael Sotirhos
PartnerCRD 3053609
Marina Combs
DirectorCRD 4536154
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Rye Beach, NH
Rockingham
Location
Rye Beach, NH
Headquartered in Rye Beach, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Rockingham
- Address
- 25 Church Rd
- Time zone
- ET (UTC-5)
- Office locations
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