Greenbird Capital LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Boca Raton, Florida
CRD number
306692
Registered since
November 13, 2020

Firm profile

FINTRX

Overview

Greenbird Capital LLC is an SEC-registered limited liability company that first registered in 2020. FINTRX lists the firm as owned by a domestic entity and an individual and classifies it as "Unclassified." The dataset provides no specific description of the firm’s advisory or business activities, client focus, or fee arrangements. The profile indicates Greenbird Capital does not identify as a capital allocator, is not flagged as an active ESG investor, and is not noted as a multi-state adviser. Publicly available detail in the FINTRX snapshot is sparse, so the firm’s positioning, product lineup, and target client segment are not disclosed in that source.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • Michael Gestone

    Michael Gestone

    Registered RepresentativeCRD 5984302

  • Dylan Costello

    Registered RepresentativeCRD 8045756

  • Nikolas Costello

    Nikolas Costello

    FounderCRD 6840994

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boca Raton, FL

Palm Beach

Location

Boca Raton, FL

Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
2500 N Military Trl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth