Greenwich Advisors, LLC
● SEC registered since 2024CRD 165892SEC# 801-130738Greenwich, CT
Reg. AUM
$293.2M
Employees
4
Accounts
211
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 $293.2 million in regulatory assets under management and employs 4 people.
Greenwich Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Jay Portnoy | Principal | 10-25% | 2014 |
| Dennis Christopher Tucker Control | Managing Partner & Chief Compliance Officer | Over 75% | 2019 |
| Jeffrey Daniel Evans Control | Principal | 5-10% | 2017 |
Frequently asked questions
How much does Greenwich Advisors, LLC manage?
Greenwich Advisors, LLC reports $293.2 million in regulatory assets under management on its Form ADV.
How many employees does Greenwich Advisors, LLC have?
Greenwich Advisors, LLC reports 4 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
| Address | 112 Mason Street, Greenwich, CT 06830 |
| Phone | 203-489-0700 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$293.2M▲ 80%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$293.2Mregulatory AUM
Discretionary $255.6MNon-discretionary $37.6M