Whitehall Capital Markets LLC
Firm details
- Headquarters
- Miami Beach, Florida
- CRD number
- 158885
- Registered since
- December 12, 2012
- Website
- www.whitehallandcompany.com
Firm profile
FINTRXOverview
Whitehall Capital Markets LLC is organized as a limited liability company and is classified in the snapshot as an investment bank. The firm shows SEC registration dating to 2012 and is listed as owned by a domestic entity/individual. The FINTRX profile indicates it does not act as a capital allocator, is not a multi-state adviser, is not an active ESG investor, and is not identified as a pension consultant or related adviser. Public disclosure in the snapshot is thin on client types, fee structures, or specific advisory and business activities. The available data points suggest the firm operates on the investment-banking side of the industry rather than as an asset manager or wealth manager that oversees client portfolios.
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 6
Timothy Page
Managing PartnerCRD 2998752

Kathy Sipinick
FinOpCRD 3248100

Jonathan Cody
Managing DirectorCRD 4405357
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami Beach, FL
Miami Dade
Location
Miami Beach, FL
Headquartered in Miami Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 501 West Ave
- Time zone
- ET (UTC-5)
- Office locations
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