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 organized as a corporation and has been registered with the SEC since 1977. The firm is listed as individually owned and classified as "unclassified" in the available snapshot. Publicly reported attributes indicate it does not act as a capital allocator, is not positioned as an active ESG investor, and is not identified as a multi-state or newly formed adviser. The record also shows it is not a pension consultant and is not flagged as a related adviser. Corporate disclosures in the source are sparse: there are no entries for client segments, fee schedules, stated business activities, or a description of advisory services. The firm likewise did not supply information about affiliations or external activities in the provided dataset.
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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