Greenlea Lane Capital Management LLC

RIASEC RegisteredEst. 2018
Total AUM
$462M
Discretionary
$462M
100% of AUM
Avg account
$154M
Accounts
3
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
162012
Registered since
July 13, 2018
Custodians
STATE STREET BANK AND TRUST COMPANY
Fee structure
Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles90.76%
  • Pension & Profit Sharing Plans9.24%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Greenlea Lane Capital Management LLC is a privately owned, SEC-registered hedge fund adviser formed in 2018 and organized as an LLC. The firm serves institutional clients and operates primarily through pooled investment vehicles, positioning itself as a manager and sponsor of those vehicles rather than a traditional wealth manager. Its adviser activities are focused on portfolio management for pooled funds and for businesses or institutional balance sheets. The firm acts as sponsor, general partner, and managing member of the pooled vehicles it runs. Its compensation model combines fixed management fees with performance-based fees, consistent with a hedge fund structure. Greenlea Lane does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 83%, US Government Bonds 14%, Cash & Cash Equivalents 3%83%
  • Exchange Traded Equities83%
  • US Government Bonds14%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • Panayiota Economou

    Chief Operating OfficerCRD 4726553

Contacts

1 of 1
  • Josh Tarasoff

    Managing MemberCRD 4421226

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$38.6M in ETFs

Passive

100%

$38.6M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV)BlackRockPassiveUltrashort Bond$38.6M383,000100.00%

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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