Westwood Capital, LLC

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
39551
Registered since
November 15, 1996

Firm profile

FINTRX

Overview

Westwood Capital, LLC is organized as a limited liability company and is recorded as SEC-registered in 1996. FINTRX classifies the firm as unclassified and lists the owner type as a domestic entity and individual. The database entries show limited public disclosure about the firm's advisory or business activities; no description of client types, fee structure, or specific services was provided. The profile in FINTRX indicates Westwood Capital is not a capital allocator and is not identified as an active ESG investor. It is also not listed as a multi-state adviser. Those data points suggest the firm does not present itself in the database as running institutional allocation programs or an ESG-focused investment platform.

Assets & Accounts

Investments & Alternatives

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

3 of 4
  • Daniel Alpert

    Daniel Alpert

    Founding & Managing PartnerCRD 1098745

  • Jon Messersmith

    Jon Messersmith

    Managing DirectorCRD 2131709

  • Robert Ker

    Robert Ker

    Managing DirectorCRD 1761545

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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
437 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth