Belmont Capital
Firm details
- Headquarters
- New York, New York
- CRD number
- 153792
- Registered since
- May 20, 2011
- Website
- www.belmontinvestments.com
Firm profile
FINTRXOverview
Belmont Capital is organized as a limited liability company and is listed in FINTRX as being individually owned. The platform classifies the firm as "Unclassified" and provides only limited operational detail. Available flags indicate the firm is not identified as a capital allocator, related adviser, pension consultant, multi-state adviser, or a newly formed adviser; it is also not marked as an active ESG investor. FINTRX does not supply descriptions of Belmont Capital’s advisory activities, client segmentation, fee structure, or investment approach. That lack of descriptive detail makes it difficult to characterize the firm’s strategy, client niche, or service model from the data provided.
Assets & Accounts
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 4Daniel Beaton
FinOpCRD 4240769
Thomas George
FinOpCRD 5378303
Jeremy O'friel
Managing DirectorCRD 5788986
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 535 Fifth Ave
- Time zone
- ET (UTC-5)
- Office locations
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