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Old Greenwich Capital Partners, LLC (New York)


Old Greenwich Capital Partners, LLC is a large advisory firm based in New York. It manages $26.6 million of regulatory assets for 38 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Colorado, Connecticut, Illinois, and 3 other states.

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Old Greenwich Capital Partners provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Old Greenwich Capital Partners: assets under management

The assets under management (AUM) of Old Greenwich Capital Partners, LLC is $26.6 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $26.6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $700 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Old Greenwich Capital Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Old Greenwich Capital Partners, LLC performs its advisory services is located at 237 Park Avenue, 9 Th Floor, New York, NY 10017, which is also the mailing address of the firm. An additional office of the firm is in Cleveland, OH. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 212-808-7440 or by fax 212-808-7443. The normal business hours are 8am - 5 pm on Monday - Friday. You can find more information about the New York firm at www.ogcap.com.


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