GREENWICH CREEK CAPITAL MANAGEMENT, LLC

RIASEC Registered
Total AUM
$98.2M
Discretionary
$98.2M
100% of AUM
Avg account
$1.2M
Accounts
83
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
147348
Custodians
DEUTSCHE BANK SECURITIES INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • HNWI98.43%
  • Individuals1.57%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Greenwich Creek Capital Management, LLC is a single-office, owner-operated registered investment advisor that focuses on bespoke portfolio management for individuals, families and smaller institutional clients. The firm acts as a capital allocator and provides discretionary portfolio management, manager selection and advisory services across client types. Its stated fee architecture includes percentage-of-AUM billing alongside fixed fees and performance-based arrangements, which supports both traditional wealth management engagements and more outcome-driven mandates. Investment activity centers on equity exposure with a preference for exchange-traded instruments, and the firm supplements those exposures through mutual funds, corporate debt and allocations to third-party hedge fund managers. Greenwich Creek Capital Management, LLC does not present itself as an active ESG investor and its business model does not emphasize pension consulting or multi-state advisory footprints.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 57%, US Government Bonds 26%, Investment Grade Corp Bonds 12%, Cash & Cash Equivalents 5%57%
  • Exchange Traded Equities57%
  • US Government Bonds26%
  • Investment Grade Corp Bonds12%
  • Cash & Cash Equivalents5%

Contacts

2 of 2
  • SAUL PADILLA

    FounderCRD 2110221

  • MATTHEW HICKMAN

    ControllerCRD 2266807

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth