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 a corporate adviser that has been registered with the SEC since 1977. FINTRX classifies ownership as individual and lists the firm's internal classification as unclassified. The profile indicates the firm does not operate as a capital allocator and is not flagged as an active ESG investor. The snapshot also records several negatives that help define the firm's operating posture: it is not designated a multi-state adviser, not newly formed, not a pension consultant, and has no related adviser relationships noted. Beyond those registry data points, FINTRX did not provide details on client types, fee structure, advisory services, or investment preferences.
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 2JAMES RICHARDS
Chief Financial OfficerCRD 2680389
CYRUS BORZOOYEH
Chief Compliance Officer / Chief Financial OfficerCRD 5040946
Contacts
1 of 1JAMES 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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