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Greenwich Advisors, LLC

● SEC registered since 2024CRD 165892SEC# 801-130738Greenwich, CT
Export (members)
Reg. AUM
$162.8M
Employees
2
Accounts
92
Location
Greenwich, CT

Greenwich Advisors, LLC assets under management

Greenwich Advisors, LLC is an SEC-registered investment adviser based in Greenwich, CT. The firm has been registered since 2024. It reports $162.8 million in regulatory assets under management and employs 2 people.
www.greenwichadvisors.comView on SEC.gov ↗

Greenwich Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Daniel Jay PortnoyPrincipal10-25%2014
Dennis Christopher Tucker ControlManaging Partner & Chief Compliance OfficerOver 75%2019
Jeffrey Daniel Evans ControlPrincipal5-10%2017

Frequently asked questions

How much does Greenwich Advisors, LLC manage?

Greenwich Advisors, LLC reports $162.8 million in regulatory assets under management on its Form ADV.

How many employees does Greenwich Advisors, LLC have?

Greenwich Advisors, LLC reports 2 employees.

Where is Greenwich Advisors, LLC located?

Greenwich Advisors, LLC is based in Greenwich, CT and has been SEC-registered since 2024.

Does Greenwich Advisors, LLC disclose fund performance?

Greenwich Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address112 Mason Street, Greenwich, CT 06830
Phone203-489-0700
Office hours9a.m. To 5p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$162.1M
Non-discretionary$758K
Total (RAUM)$162.8M