{ "path": "/advisors/ct/bridgeport/greenwich", "url": "https://advisorcensus.com/advisors/ct/bridgeport/greenwich/page/4", "page_type": "metro_city", "title": "Financial advisors in Greenwich, CT", "filters": {}, "scope_total": 222, "faq": [ { "q": "How many financial advisory firms are there in Greenwich, CT?", "a": "AdvisorCensus lists 222 investment advisory firms with a principal office in Greenwich, Connecticut (part of the Bridgeport metro area), from Form ADV filings as of October 2026: 144 SEC-registered, 11 state-registered, and 67 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Greenwich, CT?", "a": "15 of the 222 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Greenwich, CT offer financial planning?", "a": "8 of the 155 firms in Greenwich, CT that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Greenwich, CT fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 15 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 222 investment advisory firms with a principal office in Greenwich, Connecticut (part of the Bridgeport metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Bridgeport metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Greenwich, CT: 222 firms from Form ADV filings as of October 2026.", "total_firms": 222, "page": 4, "total_pages": 5, "sort": "name", "registration_types": { "sec": 144, "state": 11, "exempt": 67 }, "fee_model_mix": [ { "code": "fee-only", "count": 15 }, { "code": "percentage_of_aum", "count": 147 }, { "code": "hourly", "count": 6 }, { "code": "subscription", "count": 1 }, { "code": "fixed", "count": 14 }, { "code": "commissions", "count": 1 }, { "code": "performance_based", "count": 121 }, { "code": "other", "count": 28 }, { "code": "not_reported", "count": 67 } ], "years_registered_distribution": [ { "code": "under_5", "count": 103 }, { "code": "5_to_9", "count": 42 }, { "code": "10_to_19", "count": 56 }, { "code": "20_plus", "count": 19 }, { "code": "not_reported", "count": 2 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 3 }, { "code": "25m_100m", "count": 12 }, { "code": "100m_500m", "count": 40 }, { "code": "500m_1b", "count": 20 }, { "code": "1b_5b", "count": 46 }, { "code": "over_5b", "count": 29 }, { "code": "not_reported", "count": 72 } ], "firms": [ { "crd_number": 288860, "name": "Palm Active Partners Management, LLC", "name_as_filed": "PALM ACTIVE PARTNERS MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/palm-active-partners-management-llc-greenwich-ct-288860", "city": "Greenwich", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 317192, "name": "Palm Management (US) LLC", "name_as_filed": "PALM MANAGEMENT (US) LLC", "url": "https://advisorcensus.com/firm/palm-management-us-llc-greenwich-ct-317192", "city": "Greenwich", "state": "CT", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 138460, "name": "Paloma Partners Management Company", "name_as_filed": "PALOMA PARTNERS MANAGEMENT COMPANY", "url": "https://advisorcensus.com/firm/paloma-partners-management-company-greenwich-ct-138460", "city": "Greenwich", "state": "CT", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 299858, "name": "Parsifal Capital Management, LP", "name_as_filed": "PARSIFAL CAPITAL MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/parsifal-capital-management-lp-greenwich-ct-299858", "city": "Greenwich", "state": "CT", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 298543, "name": "Pawson Capital Management LLC", "name_as_filed": "PAWSON CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/pawson-capital-management-llc-greenwich-ct-298543", "city": "Greenwich", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 162228, "name": "Peak Ten Capital LLC", "name_as_filed": "PEAK TEN CAPITAL LLC", "url": "https://advisorcensus.com/firm/peak-ten-capital-llc-greenwich-ct-162228", "city": "Greenwich", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 301543, "name": "Peloton Equity LLC", "name_as_filed": "PELOTON EQUITY LLC", "url": "https://advisorcensus.com/firm/peloton-equity-llc-greenwich-ct-301543", "city": "Greenwich", "state": "CT", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 149639, "name": "Pemberwick Investment Advisors, LLC", "name_as_filed": "PEMBERWICK INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/pemberwick-investment-advisors-llc-greenwich-ct-149639", "city": "Greenwich", "state": "CT", "years_registered": 17, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 331781, "name": "Perryridge Capital LP", "name_as_filed": "PERRYRIDGE CAPITAL LP", "url": "https://advisorcensus.com/firm/perryridge-capital-lp-greenwich-ct-331781", "city": "Greenwich", "state": "CT", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 343556, "name": "Philip Equities Management LLC", "name_as_filed": "PHILIP EQUITIES MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/philip-equities-management-llc-greenwich-ct-343556", "city": "Greenwich", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 290404, "name": "Piney Lake Capital Management LP", "name_as_filed": "PINEY LAKE CAPITAL MANAGEMENT LP", "url": "https://advisorcensus.com/firm/piney-lake-capital-management-lp-greenwich-ct-290404", "city": "Greenwich", "state": "CT", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 226582, "name": "Platform Capital LLC", "name_as_filed": "PLATFORM CAPITAL LLC", "url": "https://advisorcensus.com/firm/platform-capital-llc-greenwich-ct-226582", "city": "Greenwich", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 331469, "name": "Positive Selection Investment Management, LLC", "name_as_filed": "POSITIVE SELECTION INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/positive-selection-investment-management-llc-greenwich-ct-331469", "city": "Greenwich", "state": "CT", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "performance_based" ], "enhanced": false }, { "crd_number": 324219, "name": "Positive SUM Advisors LLC", "name_as_filed": "POSITIVE SUM ADVISORS LLC", "url": "https://advisorcensus.com/firm/positive-sum-advisors-llc-greenwich-ct-324219", "city": "Greenwich", "state": "CT", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 287925, "name": "Prana Capital Management LP", "name_as_filed": "PRANA CAPITAL MANAGEMENT LP", "url": "https://advisorcensus.com/firm/prana-capital-management-lp-greenwich-ct-287925", "city": "Greenwich", "state": "CT", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 157784, "name": "Precision Capital Advisors, LLC", "name_as_filed": "PRECISION CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/precision-capital-advisors-llc-greenwich-ct-157784", "city": "Greenwich", "state": "CT", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 161178, "name": "Prentice Capital Management, LP", "name_as_filed": "PRENTICE CAPITAL MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/prentice-capital-management-lp-greenwich-ct-161178", "city": "Greenwich", "state": "CT", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 166523, "name": "Prostar Capital (US) LLC", "name_as_filed": "PROSTAR CAPITAL (US) LLC", "url": "https://advisorcensus.com/firm/prostar-capital-us-llc-greenwich-ct-166523", "city": "Greenwich", "state": "CT", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 294879, "name": "QP Global Family Offices, LLC", "name_as_filed": "QP GLOBAL FAMILY OFFICES, LLC", "url": "https://advisorcensus.com/firm/qp-global-family-offices-llc-greenwich-ct-294879", "city": "Greenwich", "state": "CT", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 172768, "name": "Quadratic Capital Management LLC", "name_as_filed": "QUADRATIC CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/quadratic-capital-management-llc-greenwich-ct-172768", "city": "Greenwich", "state": "CT", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 313010, "name": "Quanta Energy Management", "name_as_filed": "QUANTA ENERGY MANAGEMENT", "url": "https://advisorcensus.com/firm/quanta-energy-management-greenwich-ct-313010", "city": "Greenwich", "state": "CT", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 317784, "name": "Quantix Commodities LP", "name_as_filed": "QUANTIX COMMODITIES LP", "url": "https://advisorcensus.com/firm/quantix-commodities-lp-greenwich-ct-317784", "city": "Greenwich", "state": "CT", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340095, "name": "Reinova Capital Advisors LLC", "name_as_filed": "REINOVA CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/reinova-capital-advisors-llc-greenwich-ct-340095", "city": "Greenwich", "state": "CT", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 331016, "name": "Renwave Kore, LLC", "name_as_filed": "RENWAVE KORE, LLC", "url": "https://advisorcensus.com/firm/renwave-kore-llc-greenwich-ct-331016", "city": "Greenwich", "state": "CT", "years_registered": 1, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 342209, "name": "Riptide Advisors LLC", "name_as_filed": "RIPTIDE ADVISORS LLC", "url": "https://advisorcensus.com/firm/riptide-advisors-llc-greenwich-ct-342209", "city": "Greenwich", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 172645, "name": "Rosser Capital Partners Management, L.P.", "name_as_filed": "ROSSER CAPITAL PARTNERS MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/rosser-capital-partners-management-l-p-greenwich-ct-172645", "city": "Greenwich", "state": "CT", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 330131, "name": "Round Hill CH SPV Manager LLC", "name_as_filed": "ROUND HILL CH SPV MANAGER LLC", "url": "https://advisorcensus.com/firm/round-hill-ch-spv-manager-llc-greenwich-ct-330131", "city": "Greenwich", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 288517, "name": "Rye Brook Capital, LLC", "name_as_filed": "RYE BROOK CAPITAL, LLC", "url": "https://advisorcensus.com/firm/rye-brook-capital-llc-greenwich-ct-288517", "city": "Greenwich", "state": "CT", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 110207, "name": "Sagard Private Equity Solutions", "name_as_filed": "SAGARD PRIVATE EQUITY SOLUTIONS", "url": "https://advisorcensus.com/firm/sagard-private-equity-solutions-greenwich-ct-110207", "city": "Greenwich", "state": "CT", "years_registered": 25, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 159560, "name": "Sageview Capital LP", "name_as_filed": "SAGEVIEW CAPITAL LP", "url": "https://advisorcensus.com/firm/sageview-capital-lp-greenwich-ct-159560", "city": "Greenwich", "state": "CT", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 167244, "name": "Sarissa Capital Management LP", "name_as_filed": "SARISSA CAPITAL MANAGEMENT LP", "url": "https://advisorcensus.com/firm/sarissa-capital-management-lp-greenwich-ct-167244", "city": "Greenwich", "state": "CT", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 331267, "name": "Science & Technology Partners, L.P.", "name_as_filed": "SCIENCE & TECHNOLOGY PARTNERS, L.P.", "url": "https://advisorcensus.com/firm/science-and-technology-partners-l-p-greenwich-ct-331267", "city": "Greenwich", "state": "CT", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 13035, "name": "Searle & Co.", "name_as_filed": "SEARLE & CO.", "url": "https://advisorcensus.com/firm/searle-and-co-greenwich-ct-13035", "city": "Greenwich", "state": "CT", "years_registered": 18, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "commissions" ], "enhanced": false }, { "crd_number": 7320, "name": "Shearman, Ralston Inc.", "name_as_filed": "SHEARMAN, RALSTON INC.", "url": "https://advisorcensus.com/firm/shearman-ralston-inc-greenwich-ct-7320", "city": "Greenwich", "state": "CT", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 157738, "name": "Silver Point Capital, L.P.", "name_as_filed": "SILVER POINT CAPITAL, L.P.", "url": "https://advisorcensus.com/firm/silver-point-capital-l-p-greenwich-ct-157738", "city": "Greenwich", "state": "CT", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 332374, "name": "Silver Point Private Credit Fund Management, LLC", "name_as_filed": "SILVER POINT PRIVATE CREDIT FUND MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/silver-point-private-credit-fund-management-llc-greenwich-ct-332374", "city": "Greenwich", "state": "CT", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 317225, "name": "Silver Point Specialty Credit Fund Management, LLC", "name_as_filed": "SILVER POINT SPECIALTY CREDIT FUND MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/silver-point-specialty-credit-fund-management-llc-greenwich-ct-317225", "city": "Greenwich", "state": "CT", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 319067, "name": "Skyview SV2 Management, LLC", "name_as_filed": "SKYVIEW SV2 MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/skyview-sv2-management-llc-greenwich-ct-319067", "city": "Greenwich", "state": "CT", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 294459, "name": "Soleus Capital Management, L.P.", "name_as_filed": "SOLEUS CAPITAL MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/soleus-capital-management-l-p-greenwich-ct-294459", "city": "Greenwich", "state": "CT", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 169037, "name": "Sound Mark Partners, LLC", "name_as_filed": "SOUND MARK PARTNERS, LLC", "url": "https://advisorcensus.com/firm/sound-mark-partners-llc-greenwich-ct-169037", "city": "Greenwich", "state": "CT", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 112379, "name": "Sound Shore Management Inc", "name_as_filed": "SOUND SHORE MANAGEMENT INC", "url": "https://advisorcensus.com/firm/sound-shore-management-inc-greenwich-ct-112379", "city": "Greenwich", "state": "CT", "years_registered": 48, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 163023, "name": "Southfield Capital LP", "name_as_filed": "SOUTHFIELD CAPITAL LP", "url": "https://advisorcensus.com/firm/southfield-capital-lp-greenwich-ct-163023", "city": "Greenwich", "state": "CT", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 165188, "name": "Spencer Trask & Co.", "name_as_filed": "SPENCER TRASK & CO.", "url": "https://advisorcensus.com/firm/spencer-trask-and-co-greenwich-ct-165188", "city": "Greenwich", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 288472, "name": "Split Spectrum Management, LLC", "name_as_filed": "SPLIT SPECTRUM MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/split-spectrum-management-llc-greenwich-ct-288472", "city": "Greenwich", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 296281, "name": "Srep Capital Management, LLC", "name_as_filed": "SREP CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/srep-capital-management-llc-greenwich-ct-296281", "city": "Greenwich", "state": "CT", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 172775, "name": "Steeprock Capital", "name_as_filed": "STEEPROCK CAPITAL", "url": "https://advisorcensus.com/firm/steeprock-capital-greenwich-ct-172775", "city": "Greenwich", "state": "CT", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 343939, "name": "Stelvio Private 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