|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Greenwich Investment Management Inc
✚
|
|
|---|---|
| CRD # | 127161 |
| SEC # | 801-67774 |
| CIK # | 0001456511 |
| AUM | $592.7 M (2024-10-04) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 203-930-7200 |
| Address | 50 Washington Street Norwalk, CT 06854 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Dorchester Minerals LP | 18.0 | ||
| Trinity Capital Inc | 16.2 | ||
| Sixth Street Specialty Lending Inc | 12.0 | ||
| Exxon Mobil Corp | 8.2 | ||
| Ares Capital Corp | 8.2 | ||
| ArrowMark Financial Corp | 5.5 | ||
| Goldman Sachs BDC Inc | 5.5 | ||
| Owl Rock Capital Corp | 4.5 | ||
| Runway Growth Finance Corp | 3.2 | ||
| Apple Inc | 3.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 135 | 19.3 |
| (b) Individuals (high net worth individuals) | 670 | 488.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 4.4 |
| (h) Charitable organizations | 4 | 34.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 43.8 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 833 | 592.7 |
| By Discretionary | ||
| Discretionary | 816 | 588.1 |
| Non-Discretionary | 17 | 4.6 |
| Total | 833 | 592.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 592.7 | |
| Total | 833 | 592.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001456511] | |
| SC 13G | [0001456511] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Greenwich Investment Management Inc | Greenwich Investment Management Inc | [2021-06-21] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Foundation Wealth Management LLC
✚
|
MO | 0.6 |
|
The Marshall Financial Group LLC
✚
|
MD | 0.6 |
|
Curran Financial Partners LLC
✚
|
SC | 0.6 |
|
Northwest Investment Counselors LLC
✚
|
OR | 0.6 |
|
Quantum Financial Planning Services Inc
✚
|
WA | 0.6 |
|
Cyrus J Lawrence LLC
✚
|
NY | 0.6 |
|
Gradient Securities LLC
✚
|
MN | 0.6 |
|
Quantum Financial Services Inc
✚
|
IN | 0.6 |
|
Compass Capital Corporation
✚
|
MA | 0.6 |
|
Lauterbach Financial Advisors LLC
✚
|
TX | 0.6 |