WESTROCK CAPITAL MANAGEMENT, INC.

Broker-DealerFINRA MemberEst. 1998
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
CHESTNUT RIDGE, New York
CRD number
43871
Registered since
September 1, 1998

Firm profile

FINTRX

Overview

Westrock Capital Management, Inc. is recorded in FINTRX as a corporation that has been SEC-registered since 1998 and is individually owned. The firm’s public profile is sparse: it did not supply descriptions of its client base, fee schedule, business activities, or advisory services in the FINTRX snapshot. Several registry flags on the profile indicate limited scope of activities — the firm is not listed as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not identified as a pension consultant or related adviser. FINTRX classifies the firm as “Unclassified,” which, coupled with the lack of disclosed advisory detail, suggests there is little publicly available information about Westrock’s investment approach, target clients, or product mix in the snapshot provided.

Assets & Accounts

Location & Offices

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

Contacts

2 of 2
  • PARBATI BHATTACHARYA

    PresidentCRD 2944116

  • RABINDRA BHATTACHARYA

    Managing DirectorCRD 1282685

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHESTNUT RIDGE, NY

ROCKLAND

Location

CHESTNUT RIDGE, NY

Headquartered in CHESTNUT RIDGE, 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
ROCKLAND
Address
754 Chestnut Ridge Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth