Old Slip Capital Management, Inc.

Broker-DealerFINRA MemberEst. 1977
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Plano, Texas
CRD number
7360
Registered since
February 11, 1977

Firm profile

FINTRX

Overview

Old Slip Capital Management, Inc. is organized as a corporation and has been SEC-registered since 1977. FINTRX lists the firm as individually owned and places it in an unclassified category; it does not identify the firm as a capital allocator. The firm's snapshot indicates it is not an active ESG investor, not a multistate adviser, not newly formed, and not a pension consultant or related adviser. FINTRX does not provide descriptive detail about the firm's advisory activities, investment strategy, client types, or fee schedule.

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

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Client base

Client personas

Owners & executives

2 of 2
  • James Richards

    James Richards

    Chief Financial OfficerCRD 2680389

  • Cyrus Borzooyeh

    Cyrus Borzooyeh

    Chief Compliance Officer / Chief Financial OfficerCRD 5040946

Contacts

1 of 1
  • James Lukezic

    James Lukezic

    Executive Manager DirectorCRD 4284800

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Plano, TX

Collin

Location

Plano, TX

Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Collin
Address
6275 W Plano Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth