Westwood Capital, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 39551
- Registered since
- November 15, 1996
- Website
- www.westwoodcapital.com
Firm profile
FINTRXOverview
Westwood Capital, LLC is organized as a limited liability company and is recorded as SEC-registered in 1996. FINTRX classifies the firm as unclassified and lists the owner type as a domestic entity and individual. The database entries show limited public disclosure about the firm's advisory or business activities; no description of client types, fee structure, or specific services was provided. The profile in FINTRX indicates Westwood Capital is not a capital allocator and is not identified as an active ESG investor. It is also not listed as a multi-state adviser. Those data points suggest the firm does not present itself in the database as running institutional allocation programs or an ESG-focused investment platform.
Assets & Accounts
Investments & Alternatives
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 4
Daniel Alpert
Founding & Managing PartnerCRD 1098745

Jon Messersmith
Managing DirectorCRD 2131709

Robert Ker
Managing DirectorCRD 1761545
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 437 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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