Top 10 financial advisors in Greenwich, CT
We’ve curated a list of the best financial advisors in Greenwich, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$6,642,411,150
Number of advisors
24 advisors
| $6,642,411,150 | 24 advisors | |
| 2 |
Assets under management
$5,662,465,785
Number of advisors
15 advisors
| $5,662,465,785 | 15 advisors | |
| 3 |
Assets under management
$5,420,021,000
Number of advisors
50 advisors
| $5,420,021,000 | 50 advisors | |
| 4 |
Assets under management
$5,030,299,836
Number of advisors
34 advisors
| $5,030,299,836 | 34 advisors | |
| 5 |
Assets under management
$4,719,319,913
Number of advisors
16 advisors
| $4,719,319,913 | 16 advisors | |
| 6 |
Assets under management
$3,697,988,948
Number of advisors
17 advisors
| $3,697,988,948 | 17 advisors | |
| 7 |
Assets under management
$3,507,073,795
Number of advisors
43 advisors
| $3,507,073,795 | 43 advisors | |
| 8 |
Assets under management
$3,238,833,400
Number of advisors
17 advisors
| $3,238,833,400 | 17 advisors | |
| 9 |
Assets under management
$3,026,464,881
Number of advisors
26 advisors
| $3,026,464,881 | 26 advisors | |
| 10 |
Assets under management
$2,896,594,490
Number of advisors
56 advisors
| $2,896,594,490 | 56 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Greenwich, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Greenwich. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Lotus Infrastructure Partners, Lp
Lotus Infrastructure Partners, Lp is a financial advisory firm based in Greenwich, Connecticut. It currently has approximately $6,642,411,150 of assets under management and employs about 24 people. Lotus Infrastructure Partners, Lp uses a fee structure of a percentage of assets under your management and performance-based fees.
$6,642,411,150 under management
24 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesEmso Asset Management Us LLC
Emso Asset Management Us LLC is a financial advisory firm based in Greenwich, Connecticut. It currently has approximately $5,662,465,785 of assets under management and employs about 15 people. Emso Asset Management Us LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$5,662,465,785 under management
15 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Investment CompaniesPortfolio Management For Pooled Investment VehiclesCandlestick Capital Management Lp
Candlestick Capital Management Lp is a financial advisory firm based in Greenwich, Connecticut. It currently has approximately $5,420,021,000 of assets under management and employs about 50 people. Candlestick Capital Management Lp uses a fee structure of a percentage of assets under your management and performance-based fees.
$5,420,021,000 under management
50 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesPerformance Equity Management, LLC
Performance Equity Management, LLC (PEM LLC) is a registered investment adviser offering discretionary and non-discretionary investment supervisory services to separate account clients and private market assets funds. The firm has been in business since June 2005 and is owned by Performance Equity Associates, LLC, with a minority interest held by Sagard Holdings Management Inc., a subsidiary of Power Corporation of Canada. PEM LLC primarily provides portfolio management services to Private Investment Funds, acting as the manager of each fund's general partner. The firm's investment strategy focuses on identifying and evaluating investment opportunities, negotiating investments, managing and monitoring investments, and achieving dispositions. PEM LLC does not tailor its services to limited partners in the Private Investment Funds, maintaining discretion over investment decisions. The firm's discretionary assets under management total $4,653,798,961, and non-discretionary assets under management amount to $4,774,560,186 as of September 30, 2024. Clients may impose restrictions on investing in certain securities or types of securities for separate account management. Fees are subject to negotiation and are generally billed quarterly in advance. PEM LLC does not participate in client-directed brokerage programs and has policies and procedures in place to ensure fair and equitable allocation of investment opportunities among clients. The firm has a Code of Ethics in place to address conflicts of interest and ensure compliance with regulatory requirements. Clients receive periodic performance reports and financial statements. The firm has procedures for proxy voting and custody arrangements through independent qualified custodians.
$5,030,299,836 under management
34 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Whitehaven Asset Management, Lp
Whitehaven Asset Management, Lp is a financial advisory firm based in Greenwich, Connecticut. It currently has approximately $4,719,319,913 of assets under management and employs about 16 people. Whitehaven Asset Management, Lp uses a fee structure of a percentage of assets under your management and performance-based fees.
$4,719,319,913 under management
16 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesDeep Track Capital, Lp
Deep Track Capital, Lp is a financial advisory firm based in Greenwich, Connecticut. It currently has approximately $3,697,988,948 of assets under management and employs about 17 people. Deep Track Capital, Lp uses a fee structure of a percentage of assets under your management and performance-based fees.
$3,697,988,948 under management
17 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesBrighton Park Capital
Brighton Park Capital is a financial advisory firm based in Greenwich, Connecticut. It currently has approximately $3,507,073,795 of assets under management and employs about 43 people. Brighton Park Capital uses a fee structure of a percentage of assets under your management and performance-based fees.
$3,507,073,795 under management
43 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesCardinal Capital Management, L.l.c.
Cardinal Capital Management, L.L.C. is a Greenwich, Connecticut-based SEC Registered Investment Adviser established in April 1995. The firm, owned by Managing Partners Eugene Fox, III, and Robert B. Kirkpatrick, CFA, offers discretionary advisory services to individuals, institutions, and investment vehicles. Cardinal specializes in value-oriented investing in U.S. listed equity securities within small and SMID cap categories. The firm tailors services to meet individual client needs, including customized restrictions. Cardinal participates in wrap fee programs and model-based Managed Accounts Programs. As of June 14, 2024, the firm managed $386,263,987 in client assets on a discretionary basis and provided advice on $40,976,160 of assets under advisement through UMAs. The minimum initial investment for separate accounts is $5 million, with fees ranging from 0.70% to 1.00% based on account size. The firm acts as a fiduciary and provides detailed information on its investment strategies, risk factors, and financial industry activities. Clients have investment discretion, and the firm follows a disciplined, bottom-up fundamental investment process. Cardinal integrates ESG factors into its analysis and emphasizes long-term value growth with reduced risk. The firm's Code of Ethics prioritizes client interests and fair dealing. Cardinal does not act as a custodian and has no adverse financial conditions.
$3,238,833,400 under management
17 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Investment CompaniesPortfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Cross Ocean Partners Management Lp
Cross Ocean Partners Management Lp is a financial advisory firm based in Greenwich, Connecticut. It currently has approximately $3,026,464,881 of assets under management and employs about 26 people. Cross Ocean Partners Management Lp uses a fee structure of a percentage of assets under your management and performance-based fees.
$3,026,464,881 under management
26 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesPortfolio Management For An Sma For An Insurance Company And A Pooled Investment VehicleMonomoy Capital Management, L.p.
Monomoy Capital Management, L.p. is a financial advisory firm based in Greenwich, Connecticut. It currently has approximately $2,896,594,490 of assets under management and employs about 56 people. Monomoy Capital Management, L.p. uses a fee structure of a percentage of assets under your management and carried interest.
$2,896,594,490 under management
56 advisors
Fee structure
A percentage of assets under your management
CARRIED INTEREST
Services offered
Portfolio Management For Pooled Investment Vehicles
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Greenwich, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Greenwich. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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