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 organized as a limited liability company and is recorded as an SEC-registered adviser in 2023. Ownership is listed as a mix of a domestic entity and an individual. The firm is classified as "unclassified" in the available dataset and is not identified as a capital allocator. The profile shows that Westcap Markets is not an active ESG investor, does not operate as a multi-state adviser, and is not reported as a pension consultant or a related adviser. FINTRX does not supply disclosure for the firm's core business activities, specific advisory services, client segments, or fee schedule in the source snapshot, so those elements cannot be described from the available record.
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

James Dodwell
Managing DirectorCRD 2962275

Michael Sotirhos
PartnerCRD 3053609
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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