GREENBIRD INTELLIGENCE MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOCA RATON, Florida
CRD number
324547
Registered since
December 1, 2025

Firm profile

FINTRX

Overview

Greenbird Intelligence Management, LLC operates as an LLC that focuses on private fund activity rather than retail or institutional advisory relationships. The firm is registered with the SEC (registration year listed as 2025) and identifies an individual owner. Its principal activities are fund sponsor and general partner responsibilities and serving as the managing member of pooled investment vehicles. The firm does not present itself as an ESG-focused investor, is not designated a multi-state adviser, and is not identified as a pension consultant or capital allocator. Investment activity centers on private-equity style investing through pooled funds where Greenbird Intelligence Management, LLC acts in a sponsor/GP capacity. The firm’s structure and declared roles indicate emphasis on sourcing, structuring and managing private investments within those pooled vehicles rather than running a traditional advisory business with retail client accounts.

Assets & Accounts

Investments & Alternatives

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

2 of 2
  • NIKOLAS COSTELLO

    FounderCRD 6840994

  • MICHAEL GESTONE

    Registered RepresentativeCRD 5984302

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth