Old Slip Capital Management, Inc.
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 7360
- Registered since
- February 11, 1977
- Website
- www.oldslipcap.com
Firm profile
FINTRXOverview
Old Slip Capital Management, Inc. is a privately held corporation that has been SEC-registered since 1977. The firm is owned by an individual and is classified as unclassified in the available snapshot. According to the data, Old Slip does not serve as a capital allocator, is not identified as an active ESG investor, and is not designated as a pension consultant or a related adviser. The snapshot also indicates the adviser is not marked as a multi-state adviser.
Assets & Accounts
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
Owners & executives
2 of 2
James Richards
Chief Financial OfficerCRD 2680389
Cyrus Borzooyeh
Chief Compliance Officer / Chief Financial OfficerCRD 5040946
Contacts
1 of 1
James Lukezic
Executive Manager DirectorCRD 4284800
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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