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| Greenwich Wealth Management LLC
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|---|---|
| CRD # | 142820 |
| SEC # | 801-68897 |
| CIK # | 0001439805 |
| AUM | 3,518.6 M (2026-03-25) |
| Employees | 13 (85% Investors, 0% Brokers) |
| Phone | 203-618-0100 |
| Address | 45 East Putnam Avenue Greenwich, CT 06830 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Terex Corp | 3.7 | ||
| Reinvent Technology Partners Y | 3.6 | ||
| Nexgen Energy Ltd | 3.5 | ||
| Archer Daniels Midland Co | 3.5 | ||
| Franklin Resources Inc | 3.4 | ||
| Arrow Electronics Inc | 3.2 | ||
| Flextronics International Ltd | 3.2 | ||
| AbbVie Inc | 3.1 | ||
| Intercontinentalexchange Group Inc | 3.0 | ||
| Regions Financial Corp | 2.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Leveraged Options Strategy LLC | [2016-12-12] | 0.0 M | |
| Filed 2016-10-20 (D) · Exemption 506(b) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 98 | 0.0 |
| (b) Individuals (high net worth individuals) | 491 | 2.2 |
| (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 | 6 | 0.0 |
| (h) Charitable organizations | 10 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 20 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 625 | 3.5 |
| By Discretionary | ||
| Discretionary | 617 | 2.9 |
| Non-Discretionary | 8 | 0.6 |
| Total | 625 | 3.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.5 | |
| Total | 625 | 3.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Michael Freeburg | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001439805] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.1B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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|---|---|---|
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