Greenwich Creek Capital Management, LLC

Greenwich Creek Capital Management provides tailored portfolio management and related advisory services primarily to individual and high-net-worth clients, and also works with trusts, estates and other entities. The firm manages accounts on a discretionary or non-discretionary basis, can recommend or sub-advise portions of portfolios to independent third‑party managers, and uses custodians such as Interactive Brokers and Charles Schwab for account administration and fee billing.

The firm’s investment process is based on an individualized investment policy developed through client interviews and questionnaires, and employs fundamental, mutual fund/ETF, technical and third‑party manager analysis across a range of strategies (long‑term, short‑term, trading, options, short sales and margin where appropriate). It conducts ongoing monitoring and quarterly reviews of accounts and third‑party managers to assess consistency with client objectives and benchmark performance.

Compared with many peers, the firm operates as a sole‑owned advisory practice and discloses that it accepts performance‑based fee arrangements, including benchmarked and high‑watermark structures, with written descriptions of how performance and fees are calculated and reported. The ADV also documents custodial and fee‑debit practices that create constructive custody and notes the firm serves a significant non‑U.S. client base while providing disclosures and reporting intended to support performance billing and client oversight.