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 appears in FINTRX as an SEC-registered adviser with a registration year of 2023. The firm is listed with an owner type described as both a domestic entity and an individual, and its internal classification is recorded as "unclassified." The snapshot contains sparse public disclosures about the firm's business model: it is not identified as a capital allocator, is not flagged as an active ESG investor, and is not characterized as a multi-state adviser or a pension consultant. FINTRX also does not list the firm as a related adviser. The limited data make it difficult to draw firm conclusions about client focus, fee schedules, or advisory offerings. The combination of a recent SEC registration year and a "not newly formed" tag in the snapshot suggests a change in reporting or registration status rather than an absence of operating history, but FINTRX does not provide material details about investment strategy, target clients, or service lines.
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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