Old Slip Capital Management, Inc.

Broker-DealerFINRA Member
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 is identified in FINTRX as being owned by an individual. The platform classifies the firm as "Unclassified" and provides only high-level flags rather than operational detail. Available metadata indicates the firm is not listed as a capital allocator, is not marked as an active ESG investor, and is not identified as a multi-state or newly formed adviser. FINTRX does not supply specifics on the firm's client base, fee schedule, advisory activities, or other business lines.

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

FINTRX

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

FINTRX

Recent filings

FINTRX

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