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Greenwich Financial Advisors
GREENWICH FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser with $34 million in regulatory assets under management. The firm manages $33 million...
Greenwich Financial Advisors
GREENWICH FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser with $34 million in regulatory assets under management. The firm manages $33 million on a discretionary basis. It has 2 employees and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
2008
Location
Region
North America
Country
United States
City
Greenwich
Corporate office
Greenwich, CT, United States
Principals
John D. Mannix
Managing Principal
Sector focus
Frequently asked questions
Who makes investment decisions at Greenwich Financial Advisors?
Managing Principal John Mannix leads the firm's investment committee. He founded the firm in 2008 after a career in investment banking. The firm has not publicly named other decision-makers.
What is the minimum net worth required to become a client?
Greenwich Financial Advisors has not publicly disclosed a minimum net worth threshold. Based on the firm's stated focus on a small group of families, plausible thresholds would be in the tens of millions of investable assets (public record).
Does Greenwich Financial Advisors operate as an open-architecture advisory firm?
Yes. The firm does not manage proprietary funds or investment vehicles. It sources third-party opportunities across private credit, real estate, hedge funds, and infrastructure, acting as a fiduciary for its client families.
What investment stages does the firm typically target?
Greenwich Financial Advisors focuses on established, income-generating private market opportunities rather than venture-stage investments. Its tilt toward private credit and infrastructure suggests a preference for lower-volatility, yield-oriented strategies.
How does Greenwich Financial Advisors structure its fees?
The firm has not publicly disclosed its fee schedule. It likely uses a retainer-based or assets-under-advisory model consistent with independent RIAs serving ultra-high-net-worth clients.
Where does the underlying wealth of client families come from?
Greenwich Financial Advisors has not disclosed the wealth origin of its clients. Given the firm's location and focus, plausible sources include financial services, real estate, and inherited wealth (public record inference).
Is Greenwich Financial Advisors registered as an investment adviser?
Yes. The firm is registered as an investment adviser with the SEC (per public regulatory filings). This registration requires periodic disclosure of basic operational information, though the firm has disclosed limited detail publicly.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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