Greenwich Capital Partners, LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Greenwich, Connecticut
CRD number
305693
Registered since
January 21, 2020

Firm profile

FINTRX

Overview

Greenwich Capital Partners, LLC is an SEC-registered limited liability company that first registered in 2020. The firm is owned by an individual and is listed as "Unclassified" in the available snapshot. Public disclosures are minimal: the firm is not identified as a capital allocator, is not active on ESG investing, and does not report multi‑state advisory activity. Several typical firm descriptors — client base, fee structure, primary business or advisory activities — are not provided in the available data.

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

Contacts

3 of 4
  • Jasjeet Sood

    Jasjeet Sood

    Managing PartnerCRD 1441430

  • Barbara Halpern

    Barbara Halpern

    PresidentCRD 711919

  • Roshan Kansagra

    Roshan Kansagra

    Registered RepresentativeCRD 4412627

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in Greenwich, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
135 Milbank Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth