GREENBROOK MANAGEMENT, LLC

RIASEC RegisteredEst. 2022
Total AUM
$108M
Discretionary
$0
0% of AUM
Avg account
$8.3M
Accounts
13
Employees
10
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
313632
Registered since
July 28, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Greenbrook Management, LLC is a boutique manager and sponsor focused on pooled real estate vehicles for institutional investors. Registered with the SEC in 2022 as an LLC, the firm acts as general partner, managing member and sponsor on the pooled vehicles it advises and provides portfolio management services for those funds. Its business model centers on real estate fund management rather than separate-account discretionary wealth management: advisory responsibilities are concentrated on closed-end or pooled structures where management fees and performance-based compensation align the firm with limited partners’ returns. The firm does not position itself as a broad capital allocator or an active ESG investor and is not set up as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

3 of 3
  • Jeffrey Jerden

    Chief Operating OfficerCRD 7986845

  • John Orban

    Chief Financial OfficerCRD 8172638

  • FREDERIC LE CAO

    Principal And Chief Compliance OfficerCRD 4856791

Contacts

1 of 1
  • GREGORY FOURNIER

    Managing PrincipalCRD 2950352

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
625 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth