GREENFIELD PARTNERS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2026
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
155968
Registered since
March 31, 2026

Firm profile

FINTRX

Overview

Greenfield Partners, LLC is an SEC-registered limited liability company that operates as a manager and sponsor of pooled investment vehicles. The firm is recorded as being SEC-registered in 2026 and is owned by a combination of a domestic entity and an individual. Its principal business activity is cited as CPO/CTA, and it also serves as sponsor, general partner, or managing member of pooled funds. The firm is not classified as a capital allocator and is not a multi-state adviser. Greenfield reports being an active ESG investor, indicating environmental, social, and governance factors are incorporated into its investment approach.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

2 of 2
  • Robert Waldvogel

    Chief Operating OfficerCRD 7358941

  • EUGENE GORAB

    President, CEOCRD 5971311

Contacts

2 of 2
  • FRANK CARTOLANO

    Managing DirectorCRD 5971322

  • BARRY MARCUS

    Senior AdvisorCRD 5971321

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

GREENWICH, CT

FAIRFIELD

Location

GREENWICH, CT

Headquartered in GREENWICH, CT, 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
FAIRFIELD
Address
1 E Putnam Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth