Greenwich Creek Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 147348
- Website
- greenwichcreekcapital.com
- Custodians
- INTERACTIVE BROKERS LLC, DEUTSCHE BANK SECURITIES INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI97.76%
- Individuals2.24%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Greenwich Creek Capital Management, LLC is a privately owned limited liability company that acts as a capital allocator for individual and family clients. Its advisory services emphasize portfolio management for individuals, small businesses and institutional clients, and it also performs selection of third‑party advisers. The firm charges asset‑based fees and can apply performance‑based fee arrangements. Greenwich Creek reports no active ESG investing program and is not registered as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities57%
- US Government Bonds26%
- Investment Grade Corp Bonds12%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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