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 appears on SEC records as having registered in 2023. Ownership is identified as a mix of a domestic entity and an individual. The firm is listed as "Unclassified" in publicly available summary fields and is not identified as a capital allocator. Available summary flags show Westcap Markets is not characterized as an active ESG investor, is not a multi-state adviser, and is not designated a pension consultant or related adviser. Public summaries do not include discrete entries for client types, fee schedules, the firm's core business lines, or specific advisory activities.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 6
  • James Birle

    Registered PrincipalCRD 1994489

  • Michael Sotirhos

    Michael Sotirhos

    PartnerCRD 3053609

  • Marina Combs

    Marina Combs

    CCOCRD 4536154

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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