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| Happy Holidays!! thanks for using AUM13F!! |
| Greenwich Investment Management Inc
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| 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) |
|---|
| CIK | Period |
|---|---|
| 0001456511 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Dorchester Minerals LP | 18.0 | ||
| Trinity Capital Inc | 16.2 | ||
| Sixth Street Specialty Lending Inc | 12.0 | ||
| Exxon Mobil Corp | 8.2 | ||
| Ares Capital Corp | 8.2 | ||
| ArrowMark Financial Corp | 5.5 | ||
| Goldman Sachs BDC Inc | 5.5 | ||
| Owl Rock Capital Corp | 4.5 | ||
| Runway Growth Finance Corp | 3.2 | ||
| Apple Inc | 3.0 | ||
| NVE Corp /New/ | 2.6 | ||
| FS KKR Capital Corp | 2.0 | ||
| Carlyle Secured Lending Inc | 1.9 | ||
| Oaktree Specialty Lending Corp | 1.8 | ||
| Enact Holdings Inc | 1.6 | ||
| Network 1 Security Solutions Inc | 1.2 | ||
| Versabank | 0.7 | ||
| Ares Management LP | 0.7 | ||
| BGC Partners Inc | 0.6 | ||
| Camden Property Trust | 0.5 | ||
| Cincinnati Financial Corp | 0.5 | ||
| Hercules Capital Inc | 0.5 | ||
| Hometrust Bancshares Inc | 0.5 | ||
| Sound Financial Bancorp Inc | 0.4 | ||
| Investar Holding Corp | 0.4 | ||
| Oneok Inc /New/ | 0.4 | ||
| Citizens Financial Group Inc/Ri | 0.3 | ||
| Fiserv Inc | 0.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($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] |
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|---|---|---|
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MO | 0.6 |
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The Marshall Financial Group LLC
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MD | 0.6 |
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Curran Financial Partners LLC
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SC | 0.6 |
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OR | 0.6 |
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Quantum Financial Planning Services Inc
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WA | 0.6 |
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Cyrus J Lawrence LLC
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Gradient Securities LLC
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MN | 0.6 |
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IN | 0.6 |
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Compass Capital Corporation
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MA | 0.6 |
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Lauterbach Financial Advisors LLC
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|
TX | 0.6 |