Whitecap Asset Management LLC (Greenwich)

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.

The firm manages $3 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1 thousand each.

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. The adviser charges an additional fee when a set benchmark is outperformed. 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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