Greenwich Van Asset Management, LLC (Nashville)

Greenwich Van Asset Management, LLC is a large advisory firm based in Nashville. It manages $122 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Connecticut and Tennessee.

Greenwich Van 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.

Greenwich Van Asset Management: assets under management

The assets under management (AUM) of Greenwich Van Asset Management, LLC is $122 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $122 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $30.5 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Greenwich Van 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.

Careers at Greenwich Van Asset Management, LLC

Thomas Brendan Whelan has been acting as President since 1 Dec 2003. Muirhead Holdings joined the executive team most recently as the Shareholder; Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Christopher Van	Coo / sr. vice president/chief compliance officer	1 Jul 2001	Other	2644450
Emmette Ronald Begley	Executive vice president	1 Jul 2002	Other	812792
Emmette Ronald Begley	Executive vice president	1 Aug 2002	Other	812792
John Christopher Van	Coo/sr. vice president/chief compliance officer	1 Dec 2002	Other	2644450
Thomas Brendan Whelan	Ceo / president	1 Sep 2003	Other	707558
Thomas Brendan Whelan	President/ceo	1 Dec 2003	Other	707558
Llc Greenwich Van	Beneficial owner	1 Jan 2004	75% - 100%	90-0077035

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Brendan Whelan	Member	1 Jan 1999	50% - 75%	707558
George Lamphier Farr	Member	1 Jan 1999	50% - 75%	2738283
Inc. The Van Companies	Shareholder	1 May 2003	75% - 100%	62-1806080
Muirhead Holdings	Shareholder; member	1 Oct 2005	75% - 100%	06-1533666

Based in Nashville

The principal office where Greenwich Van Asset Management, LLC performs its advisory services is located at One Burton Hills Blvd., Nashville, TN 37215, which is also the mailing address of the firm. An additional office of the firm is in Greenwich, CT. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 615-377-2949 or by fax 615-377-8730. The normal business hours are 9-5 on Monday - Friday.