Old Greenwich Partners, LLC

Broker-DealerFINRA MemberEst. 2003
Total AUM
Advisory reps
1
Avg account
$0

Firm details

Headquarters
Jacksonville, Florida
CRD number
124718
Registered since
June 10, 2003

Firm profile

FINTRX

Overview

Old Greenwich Partners, LLC is an SEC-registered investment adviser formed in 2003 and organized as a limited liability company under individual ownership. The firm is classified in the source data as "Unclassified" and is not identified as a capital allocator. The record indicates the adviser is not an active ESG investor, not a multi-state adviser, not a newly formed adviser, not a pension consultant, and not listed as a related adviser. The firm did not provide descriptive material about its investment philosophy, target client segments, fee arrangements, or specific advisory activities. That lack of disclosure limits the ability to profile its investment approach or client-facing services from public registry information alone.

Assets & Accounts

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

Contacts

1 of 1
  • David Quade

    CCOCRD 1292231

Wealth teams

FINTRX

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

Jacksonville, FL

Duval

Location

Jacksonville, FL

Headquartered in Jacksonville, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.

Metro area
Jacksonville-St. Marys-Palatka, FL-GA
Region
South
County
Duval
Address
4920 Key Lime Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth