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 organized as a corporation and has been registered with the SEC since 1977. The firm is listed as individually owned and classified as "unclassified" in the available snapshot. Publicly reported attributes indicate it does not act as a capital allocator, is not positioned as an active ESG investor, and is not identified as a multi-state or newly formed adviser. The record also shows it is not a pension consultant and is not flagged as a related adviser. Corporate disclosures in the source are sparse: there are no entries for client segments, fee schedules, stated business activities, or a description of advisory services. The firm likewise did not supply information about affiliations or external activities in the provided dataset.

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

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Recent filings

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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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