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 registered with the SEC since 1996. FINTRX records identify the ownership structure as a combination of a domestic entity and an individual. The firm is classified as unclassified in the dataset and is not flagged as a capital allocator, pension consultant, related adviser, or an active ESG investor. FINTRX does not list the firm as a multi-state adviser or a newly formed adviser. The source data does not specify the firm’s advisory or business activities, client segments, fee schedule, or investment approach. That absence limits what can be reliably reported about how the firm positions itself or the services it offers.
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 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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