Falcon Square Capital, LLC
Firm details
- Headquarters
- Raleigh, North Carolina
- CRD number
- 165225
- Registered since
- March 12, 2013
- Website
- www.falconsquarecapital.com
Firm profile
FINTRXOverview
Falcon Square Capital, LLC is an SEC-registered investment adviser organized as a limited liability company. The firm registered with the SEC in 2013 and is owned by an individual. Public disclosures classify the firm as "unclassified" and identify it as not functioning as a capital allocator. Falcon Square Capital is not listed as an active ESG investor, is not designated a multi-state adviser, and is not marked as a newly formed adviser, pension consultant, or related adviser. Filings and the FINTRX snapshot provide very limited detail about the firm's advisory focus, fee schedule, client types, or specific services. Business activities and advisory activities are not described in the available data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2William Portwood
CFOCRD 4853700

Melissa Hoots
Chief Executive OfficerCRD 5392765
Contacts
3 of 16
Braxton Wall
PartnerCRD 5557276
Paul Gilbert
Institutional SalesCRD 809391
Paul Hauf
Sr. Vice PresidentCRD 2104371
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Raleigh, NC
Wake
Location
Raleigh, NC
Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- Wake
- Address
- 3701 Lake Boone Trl
- Time zone
- ET (UTC-5)
- Office locations
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