GREENBELT CAPITAL PARTNERS

RIASEC RegisteredEst. 2022
Total AUM
$3.2B
Discretionary
$3.2B
100% of AUM
Avg account
$266M
Accounts
12
Employees
25
Advisory reps
4

Firm details

Headquarters
AUSTIN, Texas
CRD number
322516
Registered since
July 25, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles97.8%
  • Other2.2%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Greenbelt Capital Partners operates as a private equity fund organized as a limited partnership and registered with the SEC in 2022. The firm serves institutional clients and focuses on managing pooled investment vehicles, acting in sponsor and general partner capacities in addition to operating as a CPO/CTA. Its stated fee model combines a percentage-of-AUM charge with performance-based fees consistent with private fund economics. The adviser reports being an active ESG investor and identifies as a domestic entity/individual owner structure. It is not positioned as a capital allocator or pension consultant and does not appear to be affiliated with other advisers for regulatory purposes.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 90%, Other 9%90%
  • Non-Exchange Traded Equities90%
  • Other9%

Owners & executives

3 of 3
  • GABRIEL ALLEN

    Chief Financial OfficerCRD 5324141

  • AMANDA MISCH

    Chief Compliance OfficerCRD 7087576

  • CHRISTOPHER MANNING

    Managing Partner and Chief Executive OfficerCRD 2896379

Contacts

1 of 1
  • Glenn Jacobson

    Managing PartnerCRD 7587059

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
301 Congress Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth