Withum Capital, LLC
Firm details
- Headquarters
- Whippany, New Jersey
- CRD number
- 323214
- Registered since
- July 5, 2023
- Website
- www.withum.com
Firm profile
FINTRXOverview
Withum Capital, LLC is organized as a limited liability company and appears in FINTRX as an SEC-registered investment adviser (registration year listed as 2023). Ownership is described as a mix of a domestic entity and an individual. The firm is classified as "unclassified" in FINTRX’s taxonomy and is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. FINTRX also flags that the firm is not a newly formed adviser. FINTRX does not supply details on the firm’s client segmentation, fee schedule, specific advisory services, or broader business activities. That lack of disclosed operational detail means there is limited visibility into target client types, service model (fiduciary or otherwise), or typical account structures from the available record.
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
Samuel Fleischman
Senior Compliance ProfessionalCRD 1860709

Kimberly Ryan
FinOpCRD 4316310

Robin Kim
Head of Investment BankingCRD 6213404
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Whippany, NJ
Morris
Location
Whippany, NJ
Headquartered in Whippany, NJ, 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
- Morris
- Address
- 200 Jefferson Park
- Time zone
- ET (UTC-5)
- Office locations
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