GREENBRIDGE PARTNERS LLC

Overview

Greenbridge Partners LLC is an independent registered investment adviser serving individuals and families with a focus on equity-oriented portfolio management and financial planning. The firm runs discretionary strategies for most clients and shows a clear preference for exchange-traded equities as the primary building block of client portfolios. Its fee schedule includes percent-of-AUM billing alongside hourly, fixed and performance-based arrangements, allowing flexibility for traditional wealth management engagements and more bespoke or performance-linked mandates. The adviser is structured as a limited liability company under individual ownership and provides portfolio management and financial planning for individuals and small businesses. Greenbridge is not positioned as a direct capital allocator; instead, it deploys client capital into listed equities, managed account solutions and selected third-party alternative managers. The firm is not an active ESG investor and does not identify as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

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Location & Offices