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 SEC-registered since 2003. The firm is individually owned and is classified in the available record as "Unclassified." Publicly available information about its business model, client segments, fee structure, and advisory activities is sparse; the firm did not provide disclosures on its typical mandates or manager allocations. The record flags the firm as not acting as a capital allocator and not identifying as an active ESG investor. It is not listed as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • David Quade

    CCOCRD 1292231

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

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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