A complete list of active advisors currently associated with Greenwich Creek Capital Management, LLC
Warmer can help you find a great advisor at Greenwich Creek Capital Management, LLC or one who fits your needs even better.
Greenwich Creek Capital Management provides tailored portfolio management and investment advice to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, corporations and other business entities. The firm manages accounts on a discretionary or non‑discretionary basis, may recommend or sub‑advise portions of portfolios to independent third‑party managers, and advises on exchange‑listed securities, ETFs, mutual funds, corporate debt, options and, occasionally, pooled or private investment vehicles. The firm documents client objectives and risk tolerance through an investment profile and applies fundamental, technical and third‑party manager analysis to implement strategies that range from long‑term holdings to short‑term trading, short sales, margin and option writing. Fees are typically negotiated as percentage‑of‑AUM and debited by the custodian, but the firm also offers negotiated performance‑based arrangements for qualified clients that combine fixed fees with profit‑sharing provisions and high‑watermark calculations. Distinctive features disclosed in the ADV include detailed performance‑fee structures (examples showing 20–25% profit splits and high‑watermark mechanics with eligibility thresholds) and an explicit disclosure of a temporary director role taken for a client entity, Sound Melody International Ltd., illustrating the firm’s involvement with at least some cross‑border client matters and its conflict‑management practices. The brochure also highlights its performance‑calculation methodology and emphasis on due diligence of third‑party managers, which are not commonly detailed to this degree by peers.
To learn more about the advisors currently working at Greenwich Creek Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Stamford, CT
| 3
| |
Stamford, CT
| 17
|
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