WESTCAP MARKETS, LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
RYE BEACH, New Hampshire
CRD number
318970
Registered since
January 6, 2023

Firm profile

FINTRX

Overview

Westcap Markets, LLC is organized as a limited liability company and is registered with the SEC as of 2023. Public records classify the firm as unclassified and list its owner type as a domestic entity / individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. Several advisory-related flags are negative in the snapshot: the firm is not labeled a multi-state adviser, not newly formed in adviser terms, and not a pension consultant. Available disclosures do not include descriptions of the firm's client segments, fee model, or specific business and advisory activities. There is no information in the record about affiliations, strategic focus areas, or investment mandate details.

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 6
  • JAMES BIRLE

    Registered PrincipalCRD 1994489

  • MICHAEL SOTIRHOS

    PartnerCRD 3053609

  • Marina Combs

    CCOCRD 4536154

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

RYE BEACH, NH

ROCKINGHAM

Location

RYE BEACH, NH

Headquartered in RYE BEACH, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
ROCKINGHAM
Address
25 Church Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth