OLD GREENWICH PARTNERS, LLC

Broker-DealerFINRA MemberEst. 2003
Total AUM
Advisory reps
1
Avg account
$0

Firm details

Headquarters
JACKSONVILLE, Florida
CRD number
124718
Registered since
June 10, 2003

Firm profile

FINTRX

Overview

Old Greenwich Partners, LLC is organized as a limited liability company and has been registered with the SEC since 2003. FINTRX lists the firm as individually owned and classifies it as "Unclassified" for its advisory profile. The regulatory snapshot flags several negative indicators rather than specialties: it does not report itself as a capital allocator, pension consultant, related adviser, multi-state adviser, or an active ESG investor. Public disclosures captured in FINTRX are sparse: the firm has not provided descriptive entries on investment strategy, target client types, fee schedules, or specific advisory activities. That limited transparency makes it difficult to characterize the manager’s positioning, product mix, or client focus beyond the basic regulatory attributes above.

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

1 of 1
  • David Quade

    CCOCRD 1292231

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

JACKSONVILLE, FL

DUVAL

Location

JACKSONVILLE, FL

Headquartered in JACKSONVILLE, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.

Metro area
Jacksonville-St. Marys-Palatka, FL-GA
Region
South
County
DUVAL
Address
4920 Key Lime Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth