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 registered with the SEC as of 2023. Public records classify the firm as unclassified and list its owner type as a domestic entity / individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. Several advisory-related flags are negative in the snapshot: the firm is not labeled a multi-state adviser, not newly formed in adviser terms, and not a pension consultant. Available disclosures do not include descriptions of the firm's client segments, fee model, or specific business and advisory activities. There is no information in the record about affiliations, strategic focus areas, or investment mandate details.
Assets & Accounts
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
CCOCRD 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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