Westcap Markets, LLC
Firm details
- Headquarters
- Rye Beach, New Hampshire
- CRD number
- 318970
- Registered since
- January 6, 2023
Firm profile
FINTRXOverview
Westcap Markets, LLC is a limited liability company that appears in public records as having registered with the SEC in 2023. The firm’s ownership is listed as a combination of a domestic entity and an individual, and its internal classification is recorded as unclassified. Snapshot attributes indicate Westcap Markets is not designated as a capital allocator, is not an active ESG investor, and does not operate as a pension consultant or related adviser under the provided filing. Regulatory flags in the snapshot also show the adviser is not marked as a multi-state adviser and is not identified as a newly formed adviser despite the 2023 SEC registration date. The firm did not supply detail on advisory activities, fee structure, client types, or broader business activities 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
Contacts
3 of 6James Birle
Registered PrincipalCRD 1994489

Michael Sotirhos
PartnerCRD 3053609

Marina Combs
CCOCRD 4536154
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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