Greenbridge Partners LLC

Overview

Greenbridge Partners LLC is an independent registered investment adviser structured as an LLC and owned by an individual. The firm works primarily with individual and family clients, offering financial planning and portfolio management services tailored to individuals and small businesses. Its fee menu is flexible—asset-based fees alongside hourly and fixed fees are available, and the firm can engage on performance-based fee arrangements in appropriate situations. Greenbridge does not position itself as a capital allocator and does not report being an active ESG investor or a multi-state adviser. An insurance-company affiliation is noted, which aligns with the firm’s use of annuities among client solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives