Greenwich Capital Partners, LLC
Firm details
- Headquarters
- Greenwich, Connecticut
- CRD number
- 305693
- Registered since
- January 21, 2020
- Website
- greenwichgp.com
Firm profile
FINTRXOverview
Greenwich Capital Partners, LLC is an individual‑owned investment advisory organized as a limited liability company and registered with the SEC in 2020. Public records classify the firm as unclassified and provide very limited detail about its services or client focus, which suggests a small or narrowly scoped operation rather than a large, multi-jurisdictional RIA. Regulatory data indicate the firm does not identify as a capital allocator, is not an active ESG investor, is not a multi‑state adviser, and is not positioned as a pension consultant or related adviser. The firm has not disclosed a fee model, stated client segments, or specific advisory activities in the available filings. FINTRX notes the firm maintains three office locations but does not provide addresses or a headquarters city in the dataset. There is no public information in the file about AUM, account counts, public holdings, investment strategies, or use of alternative investments.
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4
Jasjeet Sood
Managing PartnerCRD 1441430

Veronica Segall
Private Capital Markets AssociateCRD 4872299

Barbara Halpern
PresidentCRD 711919
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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