Greenwich Ivy Capital LLC (Greenwich)

Greenwich Ivy Capital LLC is an investment adviser to an investment company based in Greenwich. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of Connecticut.

Greenwich Ivy Capital provides portfolio management for investment companies and portfolio management/sub-advisory services to investment advisors, broker-dealers, banks and other financial institutions. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Greenwich Ivy Capital LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Greenwich Ivy Capital serves?

The only and largest group of clients of Greenwich Ivy Capital is investment companies with 1 clients and $0 of assets under management. Among the 0 most similar advisory firms, Greenwich Ivy Capital has the 0th lowest percentage of investment companies out of all clients.

None of the firm’s clients are foreign persons or businesses.

Greenwich Ivy Capital doesn't advise any private funds.

Careers at Greenwich Ivy Capital LLC

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Chetan Jindal	Cheif executive officer, chief compliance officer	1 Dec 2018	75% - 100%	4691097

Based in Greenwich

The principal office where Greenwich Ivy Capital LLC performs its advisory services is located at 50 Sound View Drive, Greenwich, CT 06830, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.