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| Happy Holidays!! thanks for using AUM13F!! |
| Greenwich Wealth Management LLC
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| CRD # | 142820 |
| SEC # | 801-68897 |
| CIK # | 0001439805 |
| AUM | $2.7 B (2025-03-26) |
| Employees | 13 (85% Investors, 0% Brokers) |
| Phone | 203-618-0100 |
| Address | 45 East Putnam Avenue Greenwich, CT 06830 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Schwab Charles Corp | 4.6 | ||
| Ford Motor Co | 4.0 | ||
| Bunge Global Sa | 3.9 | ||
| General Motors Co | 3.7 | ||
| J P Morgan Chase & Co | 3.7 | ||
| Broadcom Inc | 3.7 | ||
| Intercontinentalexchange Group Inc | 3.4 | ||
| Hewlett Packard Co | 3.4 | ||
| Yandex NV | 3.4 | ||
| Amazon Com Inc | 3.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Leveraged Options Strategy LLC | [2016-12-12] | 0.0 | 0.0 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 74 | 0.0 |
| (b) Individuals (high net worth individuals) | 395 | 1.4 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 9 | 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 | 13 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 495 | 2.7 |
| By Discretionary | ||
| Discretionary | 490 | 2.3 |
| Non-Discretionary | 5 | 0.4 |
| Total | 495 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 495 | 2.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Michael Freeburg | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001439805] |
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