Westwood Capital, LLC

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
39551
Registered since
November 15, 1996

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Daniel Alpert

    Daniel Alpert

    Founding & Managing PartnerCRD 1098745

  • Jon Messersmith

    Jon Messersmith

    Managing DirectorCRD 2131709

  • Robert Ker

    Robert Ker

    Managing DirectorCRD 1761545

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth