CRD: 147348
Greenwich Creek Capital Management, LLC
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- Custodian
- Charles Schwab & Company · Deutsche Bank · Interactive Brokers · Morgan Stanley
- Clients
- Retail
- Platforms
- Meridian emberTimber prime
- Established Date
- 08-06-2008
- Office Locations
- 1
Office Locations
About Greenwich Creek Capital Management, LLC
Greenwich Creek Capital Management is a Stamford, CT RIA founded in 2008 serving high-net-worth families and institutions, with its FreedomInvest brand for smaller accounts. The firm manages client assets in separate-account portfolios (no custody; uses third-party custodians), with a process focused on participating in bull markets while protecting capital in downturns. Portfolios lean toward ETFs and high-quality fixed income.
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Owner & Executives
SAUL ALEJANDRO PADILLA
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #2110221
- Ownership
- 75% or more
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MATTHEW JOHN KYRLE HICKMAN
--
- CRD
- #2266807
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $98,178,618 | $658,089 |
| Non-Discretionary | $0 | $9,794,884 |
| Total | $98,178,618 | $1,619,857 |
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Separately Managed Accounts
Total SMA Asset: $98,178,618
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,747,725,057 | 33.3% |
| U.S. Government/Agency | $698,040,338 | 13.3% |
| Corporate - Investment Grade | $2,046,885,202 | 39.0% |
| Cash | $755,772,999 | 14.4% |
| Total | $5,248,423,596 | 100.0% |