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33 CAPITAL MANAGEMENT LLC

One East Putnam Avenue
2nd Floor
Greenwich, Connecticut 06830-5429
Tel: 203-391-9340

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About 33 CAPITAL MANAGEMENT LLC

33 CAPITAL MANAGEMENT LLC, formally registered with the SEC as 33 CAPITAL MANAGEMENT LLC. The firm was established in 06/20/2023. They have over 1 offices throughout the country.

33 CAPITAL MANAGEMENT LLC is a Greenwich, Connecticut based Financial Planning firm with nearly $103,300,000 assets under management, offering retirement planning & investment advisory services to 21 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#326780
SEC#801-128177
Assets Managed by Firm$103,300,000
No. of Clients21
No. of Advisors7

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Performance Based
  • Other (A MIX OF THE ABOVE COMPENSATION ARRANGEMENTS.)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Security ratings or pricing services

Firm Client Information

No. of ClientsAUM
Firm Total21$103,300,000
High net worth individuals9$81,200,000
Other investment advisersFewer than 5 clients$1,100,000
Corporations or other businessesFewer than 5 clients$10,100,000

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