GREEN BAY ADVISORS, LLC
Firm details
- Headquarters
- MENLO PARK, California
- CRD number
- 170205
- Registered since
- January 7, 2014
- Website
- www.greenbayventures.com
Firm profile
FINTRXOverview
Green Bay Advisors, LLC is structured as a limited liability company that operates primarily as an adviser and sponsor of pooled investment vehicles rather than a traditional retail-focused registered investment adviser. The firm has been SEC-registered since 2014 and performs roles typical of a general partner and managing member, which implies active involvement in sourcing deals, underwriting investments, portfolio construction and fund-level governance. Green Bay Advisors is not identified as an active ESG investor and it does not report multi-state retail advisory activity, signaling a concentrated business model centered on managing private funds rather than providing broad wealth management services. The firm’s outward-facing activity centers on private fund formation and management. Its declared business affiliations include acting as an investment adviser and sponsor, and serving as GP/manager for pooled vehicles. That profile points to a manager that builds and runs closed-end investment vehicles, likely retaining operational control of investment decisions and fund-level administration.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1VICTORIA GORENKOFF
Chief Financial OfficerCRD 8065259
Contacts
2 of 2ANTHONY SCHILLER
Managing Director and Co-founderCRD 6285564
ANTON ERMOLOV
PrincipalCRD 6087607
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MENLO PARK, CA
SAN MATEO
Location
MENLO PARK, CA
Headquartered in MENLO PARK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 1300 El Camino Real
- Time zone
- PT (UTC-8)
- Office locations
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