Greenwich Creek Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 147348
- Website
- greenwichcreekcapital.com
- Custodians
- INTERACTIVE BROKERS LLC, DEUTSCHE BANK SECURITIES INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI97.76%
- Individuals2.24%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Greenwich Creek Capital Management, LLC is an independent, Connecticut-registered investment adviser organized as an LLC and owned by an individual. The firm focuses on discretionary portfolio management for individuals, families and small businesses and also provides portfolio management for institutions and selection of third-party advisers. Its compensation blends a percentage-of-AUM fee with performance-based fees, and the firm identifies itself as a capital allocator that hires external managers as part of client solutions. Greenwich Creek does not position itself as an ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities57%
- US Government Bonds26%
- Investment Grade Corp Bonds12%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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