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. 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.

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.