Greek Equity Management, LLC (Hartford)

Name: Greek Equity Management, LLC
Address: 90 State House Square, Hartford, CT, 06103
Telephone: 860-218-1520

Greek Equity Management, LLC is a large advisory firm based in Hartford. It manages $225.67 million of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Connecticut.

Greek Equity Management provides portfolio management for investment companies and 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.

Greek Equity Management: assets under management

The assets under management (AUM) of Greek Equity Management, LLC is $225.67 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $225.67 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $13.27 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Greek Equity 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 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Suntrust Banks Inc	Parent company	1 Nov 1984	75% - 100%	58-1575035
Kevin Mark Means	Member	1 Feb 2000	25% - 50%	2279192

Based in Hartford

The principal office where Greek Equity Management, LLC performs its advisory services is located at 90 State House Square, Hartford, CT 06103, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 860-218-1520 or by fax 860-218-1521. The normal business hours are 8:30am - 5:30pm est on Monday - Friday. You can find more information about the New York firm at www.alphaequitymgmt.com.

Greek Equity Management, LLC (Hartford)

Greek Equity Management: assets under management

Fees & Commissions

Indirect Owners

Based in Hartford

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