Greenwich Capital Partners, LLC

Broker-DealerFINRA Member
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 organized as a limited liability company and is owned by an individual. Public filings classify the firm as unclassified. The firm’s profile shows it does not act as a capital allocator, is not identified as an active ESG investor, and is not designated as a multi-state or newly formed adviser. Other roles such as pension consulting or related-adviser status are not indicated. The firm has not supplied details about its advisory activities, investment strategies, target client types, or manager allocation preferences.

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

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

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth