Greenbrook Management, LLC

RIASEC Registered
Total AUM
$108M
Discretionary
$0
0% of AUM
Avg account
$8.3M
Accounts
13
Employees
10
Advisory reps
3

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 limited liability company that operates as a real estate fund adviser, registered with the SEC in 2022. Its primary activity is portfolio management for pooled investment vehicles; the firm also functions on the sponsor/GP side as a real estate broker and managing member of pooled vehicles. Clients are institutional; the firm charges a combination of percentage-of-AUM and performance-based fees. Greenbrook is not identified as an active ESG investor and is not positioned as a capital allocator.

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

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Contacts

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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