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Greenwich Wealth Management, LLC
Michael Freeburg · Investment Advisor · Multi-Strategy
Greenwich Wealth Management, LLC is an independent, fee-only investment advisory firm headquartered in Greenwich, Connecticut. Founded in 2006 by Managing Member Michael Freeburg, the firm provides bespoke wealth management solutions to high-net-worth individuals, families, and institutional clients. As a boutique SEC-registered advisor, it emphasizes a client-centric approach, leveraging global trading technology to manage complex portfolios without the pressure of promoting internal products. The firm focuses on long-term wealth preservation and enhancement, utilizing a team of experienced professionals, including Chief Investment Officer Vahan Janjigian, to navigate global markets and provide objective, transparent financial guidance.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +29.6% |
| YTD return | +32.3% |
| Sharpe ratio | 3.83 |
| Win rate | 56% |
| AUM | $1.9B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.9B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://greenwichwealth.com |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| IBKR | Interactive Brokers Group Inc | 50.1% | +31.8% |
| NMAX | Newsmax, Inc. | 12.9% | +70.4% |
| FUTU | Futu Holdings Ltd | 9.7% | -11.5% |
| SCHW | Charles Schwab Corp | 3.5% | +6.7% |
| GOOGL | Alphabet Inc Class A | 2.7% | +30.8% |
| AAPL | Apple Inc | 2.5% | +22.6% |
| HOOD | Robinhood Markets Inc | 2.1% | +53.8% |
| PIPR | Piper Sandler Companies | 1.6% | -7.8% |
| PLTR | Palantir Technologies Inc. | 1.6% | +2.5% |
| NVDA | NVIDIA Corporation | 1.6% | +21.6% |
| MSFT | Microsoft Corporation | 1.5% | +2.0% |
| ORCL | Oracle Corporation | 1.5% | -30.9% |
| PYPL | PayPal Holdings Inc | 1.4% | +17.1% |
| AMAT | Applied Materials Inc | 1.3% | +68.6% |
| CBOE | Cboe Global Markets Inc | 1.2% | +19.0% |
| META | Meta Platforms Inc. | 1.1% | +4.2% |
| SNDK | Sandisk Corp | 1.0% | +42.0% |
| WDC | Western Digital Corporation | 1.0% | +11.8% |
| COIN | Coinbase Global Inc | 0.9% | +4.5% |
| AXON | Axon Enterprise Inc. | 0.9% | -15.9% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | BUY | GOOGL | 2.8% → 2.7% |
| Aug 31, 2026 | SELL | ORCL | 1.6% → 1.5% |
| Aug 31, 2026 | BUY | HOOD | 1.9% → 2.1% |
| Aug 31, 2026 | SELL | PLTR | 1.6% → 1.6% |
| Aug 31, 2026 | SELL | CBOE | 1.1% → 1.2% |
Investment Style Analysis
Greenwich Wealth Management, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 4, 2026, the firm oversees approximately $1.9B in assets under management (AUM). The portfolio demonstrates a clear preference for the Capital Markets and Broadcasting sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Greenwich Wealth Management, LLC made a significant move by increasing exposure to GOOGL. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm’s investment philosophy is characterized by an 'active management of passive investments' approach. It focuses on constructing broadly diversified portfolios with exposure to various market caps, regions, and asset classes, primarily through the use of individual securities and exchange-traded funds. By avoiding pre-defined models or outside managers, the firm crafts custom-tailored strategies aligned with each client's specific risk tolerance and financial objectives. This tactical asset allocation strategy seeks to optimize risk-adjusted returns while ensuring the flexibility to adapt to changing market conditions and individual client requirements.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Greenwich Wealth Management, LLC.
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Frequently asked questions
How is the simulated portfolio for Greenwich Wealth Management, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Greenwich Wealth Management, LLC's largest holding?
As of the latest filing, Greenwich Wealth Management, LLC's top position is Interactive Brokers Group Inc (IBKR), representing 50.1% of the portfolio. This reflects a high-conviction bet by the institution.
What is Greenwich Wealth Management, LLC's historical performance and risk profile?
Our simulation indicates a total return of +29.6% with a win rate of 56%. Notably, the portfolio maintains a Sharpe Ratio of 3.83, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Greenwich Wealth Management, LLC primarily invest in?
Greenwich Wealth Management, LLC has a strong preference for the Capital Markets sector, which makes up 67.0% of their disclosed assets. The portfolio also has exposure to Broadcasting, indicating a specific thematic focus.
Is Greenwich Wealth Management, LLC's portfolio concentrated or diversified?
Greenwich Wealth Management, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 72.7% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Greenwich Wealth Management, LLC performed in 2026?
Our AI-simulated model portfolio for Greenwich Wealth Management, LLC tracks a Year-to-Date (YTD) return of +32.3%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Michael Freeburg manage Greenwich Wealth Management, LLC directly?
Yes, Michael Freeburg serves as the key portfolio manager for Greenwich Wealth Management, LLC, overseeing the investment strategy and final capital allocation decisions.