Greenwich Capital Partners, LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Greenwich, Connecticut
CRD number
305693
Registered since
January 21, 2020

Firm profile

FINTRX

Overview

Greenwich Capital Partners, LLC is organized as a limited liability company and is registered with the SEC since 2020. The firm is individually owned and is reported in the data as an unclassified adviser. Public disclosures provided to the data source contain minimal detail about the company's business model, client focus, or advisory activities. The firm is not identified as a capital allocator and the profile flags it as not an active ESG investor. It is not characterized as a multi-state adviser, a pension consultant, or a related adviser to another registered entity, based on the available fields.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Jasjeet Sood

    Jasjeet Sood

    Managing PartnerCRD 1441430

  • Veronica Segall

    Veronica Segall

    Private Capital Markets AssociateCRD 4872299

  • Barbara Halpern

    Barbara Halpern

    PresidentCRD 711919

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in Greenwich, CT, 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
Fairfield
Address
135 Milbank Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth