Sugarloaf Rock Capital, LLC

Sugarloaf Rock Capital, LLC (CRD# 149406) is a financial advisory firm headquartered in Greenwich, CT. They manage $40,000,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $40,000,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Sugarloaf Rock Capital, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Andrew W. Marcus
CRD#: 2059981
60 Arch Street, Greenwich, CT 06830
96
Wealthminder
score

Andrew Marcus (CRD# 2059981) is an Investment Advisor Representative working at Sugarloaf Rock Capital, LLC in Greenwich, CT and has over 26 years of experience in the finance industry.

2
Richmond T. Fisher
CRD#: 2994893
60 Arch Street, Greenwich, CT 06830
73
Wealthminder
score

Richmond Fisher (CRD# 2994893) is an Investment Advisor Representative working at Sugarloaf Rock Capital, LLC in Greenwich, CT and has over 17 years of experience in the finance industry.

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