Fiduciary advisors in Greenwich, CT
137 registered advisers
Across Greenwich's advisory market, 137 firms maintain SEC registration as fiduciaries. Of those, 135 are fee-only practices that do not earn commissions from financial product sales. Each listing below includes compensation method, assets under management, and any disclosed regulatory history.
1543 CAPITAL LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$843M
Minimum--
Clients21
3 BOOMERANG CAPITAL, LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$385M
Minimum--
Clients4
33 CAPITAL MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$97M
Minimum--
Clients11
A&M CAPITAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$6.8B
Minimum--
Clients15
ACK ASSET MANAGEMENT LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$949M
Minimum--
Clients2
AETOS CAPITAL REAL ESTATE
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$207M
Minimum--
Clients8
AMULET CAPITAL PARTNERS, L.P.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$3.1B
Minimum--
Clients8
AQR ARBITRAGE, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$3.5B
Minimum--
Clients16
AQR CAPITAL MANAGEMENT, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$160.5B
Minimum--
Clients391
ARISTEIA CAPITAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$14.8B
Minimum--
Clients6
ARROWHEAD INVESTMENT MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$143M
Minimum--
Clients1
ASTATINE INVESTMENT PARTNERS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.5B
Minimum--
Clients12
ASTATINE INVESTMENT PARTNERS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.0B
Minimum--
Clients6
ATLANTIC STREET CAPITAL MANAGEMENT, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.6B
Minimum--
Clients6
ATLAS HOLDINGS LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$10.0B
Minimum--
Clients15
AVITY INVESTMENT MANAGEMENT INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.9B
Minimum--
Clients796
AXIOM INVESTORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$24.5B
Minimum--
Clients69
BHARCAP PARTNERS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$2.3B
Minimum--
Clients9
BRIGHTON PARK CAPITAL
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$4.2B
Minimum--
Clients14
BROADLIGHT CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$218M
Minimum--
Clients5
BRX GLOBAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$208M
Minimum--
Clients2
BRYNWOOD PARTNERS
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$2.3B
Minimum--
Clients3
CAPINSIGHTS PARTNERS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM--
Minimum--
Clients--
CAT ROCK CAPITAL MANAGEMENT LP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.2B
Minimum--
Clients4
CENTERBOOK PARTNERS LP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$2.4B
Minimum--
Clients9
CLEARALPHA TECHNOLOGIES LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$885M
Minimum--
Clients3
COLTER LEWIS INVESTMENT PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.3B
Minimum--
Clients114
CONTRARIAN CAPITAL MANAGEMENT LLC
Fee-Only, No ConflictsTypical Fee--
AUM$4.6B
Minimum--
Clients25
COOK PINE CAPITAL LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$457M
Minimum--
Clients7
CROSS OCEAN PARTNERS MANAGEMENT LP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$4.9B
Minimum--
Clients28
DEEP TRACK CAPITAL, LP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$5.2B
Minimum--
Clients3
DELLORA INVESTMENTS LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$95M
Minimum--
Clients5
DUNHAM LANE CAPITAL PARTNERS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$107M
Minimum--
Clients235
DYNAMIC BETA INVESTMENTS LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$3.3B
Minimum--
Clients8
EAGLE HEALTH INVESTMENTS LP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$712M
Minimum--
Clients3
EAGLE POINT CREDIT MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$11.2B
Minimum--
Clients94
EAGLE POINT DEFENSIVE INCOME MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$136M
Minimum--
Clients1
EAGLE POINT ENHANCED INCOME MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$91M
Minimum--
Clients1
EAGLE POINT INCOME MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$456M
Minimum--
Clients1
EDGEWOOD MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$35.9B
Minimum--
Clients1,351
ENDEAVOUR CAPITAL ADVISORS INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$518M
Minimum--
Clients3
ENGLE CAPITAL MANAGEMENT, L.P.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$572M
Minimum--
Clients4
FAIRLEAD ASSET MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$272M
Minimum--
Clients1
FORTWOOD CAPITAL LP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$321M
Minimum--
Clients3
FORWARD CONSUMER PARTNERS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$425M
Minimum--
Clients3
FOX RUN MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$687M
Minimum--
Clients2
GABELLI & COMPANY INVESTMENT ADVISERS, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.3B
Minimum--
Clients12
GALLATIN POINT CAPITAL LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$5.2B
Minimum--
Clients46
GAMCO ASSET MANAGEMENT INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$11.5B
Minimum--
Clients1,601
GARDEN INVESTMENTS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee2.00%
AUM$463M
Minimum--
Clients1
GENERATION PARTNERS MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$324M
Minimum--
Clients6
GENERATIVE INVESTMENT PARTNERS LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$152M
Minimum--
Clients9
GFG ALTERNATIVE INVESTMENT ADVISORS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$466M
Minimum--
Clients3
GFO ADVISORY SERVICES, LLC
Fee-Only, No ConflictsTypical Fee--
AUM$291M
Minimum--
Clients10
GHK CAPITAL PARTNERS LP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.8B
Minimum--
Clients10
GLADE BROOK CAPITAL PARTNERS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.1B
Minimum--
Clients29
GPB CAPITAL HOLDINGS, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$1.0B
Minimum--
Clients7
GRANDVIEW PROPERTY PARTNERS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$939M
Minimum--
Clients23
GRANITE STATE CAPITAL MANAGEMENT, LP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.1B
Minimum--
Clients9
GREAT POINT PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee2.00%
AUM$1.5B
Minimum--
Clients18
GREENBRIAR EQUITY GROUP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$8.0B
Minimum--
Clients16
GREENFIELD PARTNERS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$128M
Minimum--
Clients9
GREENHAVEN ROAD INVESTMENT MANAGEMENT, LP
Fee-Only, No ConflictsTypical Fee--
AUM$349M
Minimum--
Clients5
GREENWICH WEALTH MANAGEMENT, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$2.7B
Minimum--
Clients495
HOPLON ASSET MANAGEMENT, L.P.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$126M
Minimum--
Clients3
ISO-MTS CAPITAL MANAGEMENT LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.0B
Minimum--
Clients7
JAT CAPITAL MANAGEMENT LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.2B
Minimum--
Clients10
KARPREILLY, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.2B
Minimum--
Clients7
KENSICO CAPITAL MANAGEMENT CORP.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$6.0B
Minimum--
Clients3
KLINE HILL PARTNERS LP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$9.1B
Minimum--
Clients32
L CATTERTON
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$29.6B
Minimum--
Clients74
LITTLEJOHN & CO., LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$8.0B
Minimum--
Clients23
LOANCORE CAPITAL CREDIT ADVISOR LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$7.8B
Minimum--
Clients3
LONE PINE CAPITAL LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$20.1B
Minimum--
Clients12
LOTUS INFRASTRUCTURE PARTNERS, LP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$7.6B
Minimum--
Clients28
LUCERNE CAPITAL MANAGEMENT, LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$418M
Minimum--
Clients9
MANGROVE PARTNERS
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$2.1B
Minimum--
Clients6
MARBLEGATE ASSET MANAGEMENT, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$3.0B
Minimum--
Clients31
MILL ROAD CAPITAL
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$771M
Minimum--
Clients5
MONACHIL CAPITAL PARTNERS LP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$66M
Minimum--
Clients7
MONOMOY CAPITAL MANAGEMENT, L.P.
Fee-Only, No ConflictsTypical Fee--
AUM$5.7B
Minimum--
Clients19
MOUNTAIN POINT CREDIT MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$15M
Minimum--
Clients3
NIGHT OWL CAPITAL CANADA, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM--
Minimum--
Clients--
NIGHT OWL CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$866M
Minimum--
Clients314
OLYMPUS PEAK ASSET MANAGEMENT LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$702M
Minimum--
Clients10
ONDO CAPITAL MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$407M
Minimum--
Clients1
OXFORD GATE MANAGEMENT, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$156M
Minimum--
Clients2
OXFORD LANE MANAGEMENT, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$2.5B
Minimum--
Clients1
OXFORD PARK MANAGEMENT, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$26M
Minimum--
Clients1
OXFORD SQUARE MANAGEMENT, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$300M
Minimum--
Clients1
P.A.W. CAPITAL PARTNERS, LP
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$168M
Minimum--
Clients57
PALOMA PARTNERS MANAGEMENT COMPANY
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$20.8B
Minimum--
Clients3
PARSIFAL CAPITAL MANAGEMENT, LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.8B
Minimum--
Clients5
PELOTON EQUITY LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$498M
Minimum--
Clients9
PEMBERWICK INVESTMENT ADVISORS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$198M
Minimum--
Clients1
PERRYRIDGE CAPITAL LP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$201M
Minimum--
Clients4
PINEY LAKE CAPITAL MANAGEMENT LP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$737M
Minimum--
Clients4
POSITIVE SELECTION INVESTMENT MANAGEMENT, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$496M
Minimum--
Clients1
PRANA CAPITAL MANAGEMENT LP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$3.3B
Minimum--
Clients7
PRECISION CAPITAL ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.3B
Minimum--
Clients37
PRENTICE CAPITAL MANAGEMENT, LP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$216M
Minimum--
Clients5
PROSTAR CAPITAL (US) LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$756M
Minimum--
Clients3
QP GLOBAL FAMILY OFFICES, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$964M
Minimum--
Clients243
QUADRATIC CAPITAL MANAGEMENT LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$508M
Minimum--
Clients2
QUANTIX COMMODITIES LP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$792M
Minimum--
Clients2
RENWAVE KORE, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.2B
Minimum--
Clients12
RYE BROOK CAPITAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$327M
Minimum--
Clients20
SAGARD PRIVATE EQUITY SOLUTIONS
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$9.4B
Minimum--
Clients34
SAGEVIEW CAPITAL LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.1B
Minimum--
Clients17
SARISSA CAPITAL MANAGEMENT LP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$559M
Minimum--
Clients10
SCIENCE & TECHNOLOGY PARTNERS, L.P.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$357M
Minimum--
Clients3
SEARLE & CO.
Also Compensated via BrokerageTypical Fee2.00%
AUM$630M
Minimum--
Clients129
SILVER POINT CAPITAL, L.P.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$37.1B
Minimum--
Clients39
SILVER POINT PRIVATE CREDIT FUND MANAGEMENT, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$359M
Minimum--
Clients1
SILVER POINT SPECIALTY CREDIT FUND MANAGEMENT, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.0B
Minimum--
Clients1
SILVERHAWK CAPITAL PARTNERS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee2.00%
AUM$652M
Minimum--
Clients8
SOLEUS CAPITAL MANAGEMENT, L.P.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.3B
Minimum--
Clients14
SOUND MARK PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$315M
Minimum--
Clients3
SOUND SHORE MANAGEMENT INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$3.2B
Minimum--
Clients388
SOUTHFIELD CAPITAL LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.9B
Minimum--
Clients6
SREP CAPITAL MANAGEMENT, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$155M
Minimum--
Clients27
STEEPROCK CAPITAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.1B
Minimum--
Clients9
STERLING INVESTMENT PARTNERS ADVISERS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.9B
Minimum--
Clients2
STONE POINT CAPITAL LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$56.8B
Minimum--
Clients45
STONE POINT CREDIT ADVISER LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$8.1B
Minimum--
Clients23
STONE POINT CREDIT INCOME ADVISER LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1M
Minimum--
Clients2
STRATEGIC VALUE PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$23.4B
Minimum--
Clients63
SUNRIVER MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.2B
Minimum--
Clients7
TANAKA CAPITAL MANAGEMENT INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$44M
Minimum--
Clients21
TETON ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$330M
Minimum--
Clients18
THE DOWLING GROUP WEALTH MANAGEMENT
Clean RecordAlso Compensated via InsuranceTypical Fee--
AUM$179M
Minimum--
Clients430
THEMES MANAGEMENT COMPANY LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$844M
Minimum--
Clients47
UNION CAPITAL ASSOCIATES, L.P.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$695M
Minimum--
Clients3
VERITION FUND MANAGEMENT LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$130.5B
Minimum--
Clients5
WHITEHAVEN ASSET MANAGEMENT, LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$4.8B
Minimum--
Clients4
WOLF HILL CAPITAL MANAGEMENT, LP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$2.0B
Minimum--
Clients6
WOODSON CAPITAL MANAGEMENT, LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.3B
Minimum--
Clients6