Old Slip Capital Management, Inc.
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 7360
- Registered since
- February 11, 1977
- Website
- www.oldslipcap.com
Firm profile
FINTRXOverview
Old Slip Capital Management, Inc. is recorded in FINTRX as a corporate advisory firm that has been SEC-registered since 1977. The database lists individual ownership and classifies the firm as "Unclassified." FINTRX marks the firm as not acting as a capital allocator and not identifying itself as an active ESG investor. It is also flagged as not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The firm has not provided details on its client types, fee schedules, specific business lines, or advisory offerings in the dataset. Those omissions limit visibility into target clients, service models, and how the firm positions its investment or advisory capabilities.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
James Richards
Chief Financial OfficerCRD 2680389

Cyrus Borzooyeh
Chief Compliance Officer / Chief Financial OfficerCRD 5040946
Contacts
1 of 1
James Lukezic
Executive Manager DirectorCRD 4284800
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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