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Greenwich Creek Capital Management, LLC

Greenwich Creek Capital Management, LLC. CRD 147348

Greenwich Creek Capital Management, LLC logo

CRD: 147348

Greenwich Creek Capital Management, LLC

Stamford, CT
2037695300
greenwichcreekcapital.com
$100.4M Total AUM
$100.4M Disc. AUM
-- 3Y CAGR
1 Employees
71 ADV. Clients
17 yrs Firm Age

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Firm Details

Custodian
Deutsche Bank · Interactive Brokers · Morgan Stanley
Clients
Retail
Platforms
Meridian emberTimber prime
Established Date
08-06-2008
Office Locations
1

Office Locations

-- Stamford CT

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.

Team overview

59 AVG AGE
$100.4M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
10.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age

Insights

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Asset Classes

Alpha Timber frontier Vector harbor

Client Personas

Delta foundation

Custodian

Legacy ridge Frontier focus Unison glacier Fusion summit Unison Quantum

Services

Radial Delta pioneer Eagle

Technology

Focus Fusion zenith

Owner & Executives

S

SAUL ALEJANDRO PADILLA

Chief Compliance Officer, Investment Advisor, Managing Member

CRD
#2110221
Ownership
75% or more
(885) 881-8682
eagle.focus@vertexcapital.com
in linkedin.com/in/insight-legacy

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Contacts

MATTHEW JOHN KYRLE HICKMAN

MATTHEW JOHN KYRLE HICKMAN

--

CRD
#2266807
(665) 343-8597
timber.element@harborcapital.com
in linkedin.com/in/element-pathway

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-31-2011
10-19-2012
Category Assets AVG. Account size
Discretionary $100,374,799 $658,089
Non-Discretionary $0 $9,794,884
Total $100,374,799 $1,619,857

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Separately Managed Accounts

Total SMA Asset: $100,374,799

$100.4M Total SMA
Equity - Exchange:
33.3%
U.S. Government/Agency:
13.3%
Corporate - Investment Grade:
39.0%
Cash:
14.4%
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%

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