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Halpern Capital*, founded in 2002, is a boutique investment bank focused on advisory and capital raising services. We have a strong track record of success under a variety of market conditions, having raised about $800MM in over 25 engagements. We provide sophisticated advisory and financing services to public as well as private companies, private equity and venture capital. We are proactive in delivering value-added advice and excellence in execution. With a combination of Wall Street research, portfolio management, merger and acquisition, private equity, corporate acquisition, and entrepreneurial experience, Halpern Capital has a unique set of skills and transaction experience to draw on when providing our clients with advice and banking services. * Baruch Halpern is a Registered Representative of and offers securities through Exceed Securities LLC (“Exceed”). Halpern Capital, Inc. is wholly owned by Baruch Halpern. It is not otherwise affiliated with Exceed. Exceed Securities LLC is located at 140 East 45th Street, 17C, New York, NY 10017 (212) 201-5813 and is the Office of Supervisory Jurisdiction.

Halpern Capital Questions

The Halpern Capital annual revenue was $5.1 million in 2026.

2 people are employed at Halpern Capital.

Halpern Capital is based in Aventura, Florida.

The NAICS codes for Halpern Capital are [52, 523].

The SIC codes for Halpern Capital are [621, 62].

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