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 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

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

  • Veronica Segall

    Veronica Segall

    Private Capital Markets AssociateCRD 4872299

  • Barbara Halpern

    Barbara Halpern

    PresidentCRD 711919

Unlock 1 more contacts

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

Similar firms