Whitehall Capital Markets LLC
Firm details
- Headquarters
- Miami Beach, Florida
- CRD number
- 158885
- Registered since
- December 12, 2012
- Website
- www.whitehallandcompany.com
Firm profile
FINTRXOverview
Whitehall Capital Markets LLC is organized as a limited liability company and is registered with the SEC; its registration dates to 2012. The firm is classified as an investment bank rather than a traditional registered investment adviser, and ownership is listed as a mix of a domestic entity and an individual. Public filings and the provided snapshot contain minimal detail about client types, fee schedules, or specific advisory activities. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is also not described as a multi-state adviser, a pension consultant, or a related adviser.
Assets & Accounts
Investments & Alternatives
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 6
Timothy Page
Managing PartnerCRD 2998752
Kathy Sipinick
Principal Operations OfficerCRD 3248100

Jonathan Cody
Managing DirectorCRD 4405357
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami Beach, FL
Miami Dade
Location
Miami Beach, FL
Headquartered in Miami Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 501 West Ave
- Time zone
- ET (UTC-5)
- Office locations
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