Olivar & Greb Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 285905
- Registered since
- December 8, 2016
- Website
- www.olivar-greb.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- HNWI65.14%
- Corporations / Businesses23.56%
- Individuals11.3%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Olivar & Greb Capital Management, LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered since 2016. The firm is individually owned and works with both individuals/families and institutional clients. Its client-facing services emphasize financial planning and portfolio management for individuals and small businesses. Fee arrangements include a percentage of assets under management, hourly charges and the option for performance-based fees. The firm does not identify as an active ESG investor, is not structured as a multi-state adviser, and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
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
Asset composition
- Cash & Cash Equivalents54%
- Exchange Traded Equities46%
- Derivatives1%
Owners & executives
1 of 1
Thomas Greb
Managing Director and Chief Compliance OfficerCRD 6727749
Contacts
1 of 1
Kyle Krasker
Financial AdvisorCRD 6770332
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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