Westhampton Capital

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

2150 Country Club Rd Ste 250, Winston Sa...

Phone Number

(336) 725-5579

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
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May
ZI Rank
1
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1
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1

About Westhampton Capital

Westhampton Capital, LLC is a fee-based wealth management firm established in 1998, dedicated to helping clients achieve their long-term financial goals through customized investment portfolios. The firm employs a team of experienced financial professionals who provide unbiased recommendations and impartial guidance, focusing on capital preservation and long-term growth. Utilizing a combination of Value and Growth at a Reasonable Price (GARP) analysis, Westhampton Capital designs tailored portfolios that prioritize individual client needs while maintaining tax efficiency. Clients benefit from regular account management and have unrestricted access to the Portfolio Management Team, fostering a collaborative approach to financial success.Explore more
Westhampton Capital's Social MediaPopular SearchesWesthampton CapitalWesthampton Capital LLCWesthamptoncapitalWesthampton LLCSIC Code 62,628NAICS Code 52,523Show more

Westhampton Capital Org Chart

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Portfolio Manager & Chief Executive Officer

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Portfolio Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Westhampton Capital

<$5M
1-10
Private
-
1998
HS
Harry ShertzerPortfolio Manager
<$5M
1-10
Private
-
2009
RL
Rebecca LunaManager, Office Client Services
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
11-50
Private
-
2013
N/A
<$5M
1-10
Private
-
2014
HP
Humera PathanManager, Operations
<$5M
1-10
Private
-
1996
DC
Dana CrosbyWealth Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Westhampton Capital is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Westhampton Capital is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Westhampton Capital.

Westhampton Capital Tech Stack

A closer look at the technologies used by Westhampton Capital

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Frequently Asked Questions Regarding Westhampton Capital

What is Westhampton Capital's official website?
Westhampton Capital's official website is www.westhamptoncapital.com
What is Westhampton Capital's Revenue?
Westhampton Capital's revenue is <$5 Million
What is Westhampton Capital's SIC code?
Westhampton Capital's SIC: 62,628
What is Westhampton Capital's NAICS code?
Westhampton Capital's NAICS: 52,523
How many employees does Westhampton Capital have?
Westhampton Capital has 1-10 employees
What industry does Westhampton Capital belong to?
Westhampton Capital is in the industry of: Finance, Securities Trading
What is Westhampton Capital competition?
Westhampton Capital top competitors include: Journey Capital Advisers, QVest, SC Capital Advisors, Evanson Asset Management
What technology does Westhampton Capital use?
Some of the popular technologies that Westhampton Capital uses are: GoCentral, Google Font API, Microsoft 365, GoDaddy DNS
How do I contact Westhampton Capital?
Westhampton Capital contact info: Phone number: (336) 725-5579 Website: www.westhamptoncapital.com
What does Westhampton Capital do?

Westhampton Capital, LLC is a fee-based wealth management firm established in 1998, dedicated to helping clients achieve their long-term financial goals through customized investment portfolios. The firm employs a team of experienced financial professionals who provide unbiased recommendations and impartial guidance, focusing on capital preservatio... n and long-term growth. Utilizing a combination of Value and Growth at a Reasonable Price (GARP) analysis, Westhampton Capital designs tailored portfolios that prioritize individual client needs while maintaining tax efficiency. Clients benefit from regular account management and have unrestricted access to the Portfolio Management Team, fostering a collaborative approach to financial success.Read More

What are Westhampton Capital social media links?
Westhampton Capital Linkedin page
Is Westhampton Capital a public company?
Westhampton Capital is private company therefore does not currently have an official ticker symbol
See more information about Westhampton Capital

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