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CRD#: 331351
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for JP PORTSMOUTH CAPITAL LLC Comes From
Understanding the Statistics for JP PORTSMOUTH CAPITAL LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
1 World Trade Center, Suite 86a, New York, NY 10007-0089
Mailing Address
1 World Trade Center, Suite 86a, New York, NY 10007-0089
Firm Size
Small
Phone Number
(415) 417-3000
Established
Delaware since 03/04/2024
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| JORDAN PARK HOLDING COMPANY LLC | MANAGING MEMBER | ||
| BACCEI, DAVIE MARIE | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | 2746300 | |
| EDMONDS, MATTHEW JOSEPH | DIRECTOR | 2496139 | |
| GHALI, FRANK SHERIF | DIRECTOR | 4263048 | |
| KISLIN, SCOTT ALAN | GENERAL COUNSEL/DIRECTOR | 5868022 | |
| LUSTER, CAROLINE | FINOP/POO/PFO | 6249048 | |
| RUSSO, MATTHEW F. | MANAGING DIRECTOR/DIRECTOR | 6288489 |
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at JP PORTSMOUTH CAPITAL LLC
DL
David Aaron Levitt
RR
CRD#: 4141133
Location:
New York, NY 10007-0089
Company:
JP PORTSMOUTH CAPITAL LLC
Disclosures:
Experience:
25 years
CL
Caroline Jennifer Luster
RR
CRD#: 6249048
Location:
Miami, FL 33131
Company:
MARIVA CAPITAL MARKETS, LLC
Disclosures:
Experience:
12 years
MR
Matthew F. Russo
RR
CRD#: 6288489
Location:
New York, NY 10007-0089
Company:
JP PORTSMOUTH CAPITAL LLC
Disclosures:
Experience:
11 years
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