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 with a domestic individual ownership structure. FINTRX classifies the firm as unclassified and provides limited operational detail; fields for client types, fee schedules, advisory activities and formal business lines are blank in the dataset. The record marks the firm as not acting as a capital allocator and not identifying as an active ESG investor. It is reported as a single-state adviser, not a pension consultant and not a related adviser. The sparse disclosures in the profile make it difficult to determine whether the entity is active as an investment manager, functions in an advisory support role, or exists for another purpose such as holding assets or managing a particular family or private vehicle.
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

Robert Ker
Managing DirectorCRD 1761545

Jon Messersmith
Managing DirectorCRD 2131709
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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