Westwood Capital, LLC

Broker-DealerFINRA Member
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 with a domestic individual ownership structure. FINTRX classifies the firm as unclassified and provides limited operational detail; fields for client types, fee schedules, advisory activities and formal business lines are blank in the dataset. The record marks the firm as not acting as a capital allocator and not identifying as an active ESG investor. It is reported as a single-state adviser, not a pension consultant and not a related adviser. The sparse disclosures in the profile make it difficult to determine whether the entity is active as an investment manager, functions in an advisory support role, or exists for another purpose such as holding assets or managing a particular family or private vehicle.

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

3 of 4
  • Daniel Alpert

    Daniel Alpert

    Founding & Managing PartnerCRD 1098745

  • Robert Ker

    Robert Ker

    Managing DirectorCRD 1761545

  • Jon Messersmith

    Jon Messersmith

    Managing DirectorCRD 2131709

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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