JP PORTSMOUTH CAPITAL LLC

Broker-DealerFINRA MemberEst. 2024
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
331351
Registered since
December 19, 2024

Firm profile

FINTRX

Overview

JP Portsmouth Capital LLC is organized as a limited liability company and registered with the SEC in 2024. The firm is recorded as "unclassified" in available metadata and lists ownership that includes a domestic entity and an individual. Publicly available profile fields do not identify a specific business model, client segments, fee schedule, or the scope of advisory activities. The firm reports it is not a capital allocator, does not describe itself as an active ESG investor, and is not designated as a multi-state adviser, pension consultant, or related adviser. The lack of disclosed activity and the limited profile suggest the firm is either in an early operational phase or has chosen not to populate public-facing registry fields; further due diligence would be required to determine its service focus and target clients.

Assets & Accounts

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

Owners & executives

1 of 1
  • FRANK GHALI

    Founder and CEOCRD 4263048

Contacts

3 of 7
  • Harrison Tafur

    Senior AssociateCRD 6866504

  • Emily Komatsu

    AnalystCRD 7938319

  • Matthew Russo

    Managing DirectorCRD 6288489

Unlock 4 more contacts

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
1 World Trade Ctr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth