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 as of 2020. Public records identify it as owner‑controlled (an individual owner) and list its regulatory classification as unclassified. The firm does not appear to act as a capital allocator, does not self-identify as an active ESG investor, and is not flagged as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser. The source file does not include descriptions of the firm's advisory activities, client segments, fee schedule, or investment strategy, so no further detail about its service offering or portfolio approach can be drawn from the available data.

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

  • Barbara Halpern

    Barbara Halpern

    PresidentCRD 711919

  • Roshan Kansagra

    Roshan Kansagra

    Registered RepresentativeCRD 4412627

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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