Old Slip Capital Management, Inc.

Broker-DealerFINRA MemberEst. 1977
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Plano, Texas
CRD number
7360
Registered since
February 11, 1977

Firm profile

FINTRX

Overview

Old Slip Capital Management, Inc. is recorded in FINTRX as a corporate advisory firm that has been SEC-registered since 1977. The database lists individual ownership and classifies the firm as "Unclassified." FINTRX marks the firm as not acting as a capital allocator and not identifying itself as an active ESG investor. It is also flagged as not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The firm has not provided details on its client types, fee schedules, specific business lines, or advisory offerings in the dataset. Those omissions limit visibility into target clients, service models, and how the firm positions its investment or advisory capabilities.

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

Owners & executives

2 of 2
  • James Richards

    James Richards

    Chief Financial OfficerCRD 2680389

  • Cyrus Borzooyeh

    Cyrus Borzooyeh

    Chief Compliance Officer / Chief Financial OfficerCRD 5040946

Contacts

1 of 1
  • James Lukezic

    James Lukezic

    Executive Manager DirectorCRD 4284800

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Plano, TX

Collin

Location

Plano, TX

Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Collin
Address
6275 W Plano Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth