Whitecap Asset Management LLC (Greenwich)
Whitecap Asset Management LLC is a related adviser based in Greenwich. It manages $3 thousand of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Connecticut.
Whitecap Asset Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Whitecap Asset Management: assets under management
The assets under management (AUM) of Whitecap Asset Management LLC is $3 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Whitecap Asset Management LLC for their services and products based on a percentage of assets under management and performance-based fees. 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.
Indirect Owners
The SEC currently registers 4 indirect owners.Based in Greenwich
The principal office where Whitecap Asset Management LLC performs its advisory services is located at 75 Holly Hill Lane, Greenwich, CT 06830, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-863-0002 or by fax 203-863-0004. The normal business hours are 9:00 am to 6:00 pm on Monday - Friday.
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