Greenwich Advisors, LLC

Overview

Greenwich Advisors, LLC operates as an independent registered investment adviser focused on individual and family clients. The firm provides financial planning and portfolio management for individuals, small businesses, and institutional clients, and it charges on a percentage-of-AUM basis with options for hourly and fixed fees. Regulatory detail on file shows the adviser registered with the SEC in 2024 and is owned by an individual. The firm does not present itself as a capital allocator and is not flagged as an active ESG investor. Investment activity centers on pooled public vehicles as primary building blocks, with a material allocation to mutual funds. Portfolios appear to combine traditional equity and fixed income exposures with opportunistic use of alternatives to enhance diversification and return potential. Advisory work emphasizes discretionary management—the majority of the firm’s assets are managed on a discretionary basis—while a smaller sleeve remains non‑discretionary.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices