GREENRIDGE GROWTH PARTNERS

RIASEC RegisteredEst. 2023
Total AUM
$409M
Discretionary
$323M
79% of AUM
Avg account
$102M
Accounts
4
Employees
14
Advisory reps
3

Firm details

Headquarters
AUSTIN, Texas
CRD number
171612
Registered since
July 31, 2023
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Greenridge Growth Partners is an SEC-registered limited liability company that operates as a private equity fund manager servicing institutional clients. Registered in 2023, the firm provides portfolio management for pooled investment vehicles and functions as a sponsor, general partner and managing member of its funds. Ownership is listed as a mix of a domestic entity and individual ownership. Its fee schedule includes percentage-of-AUM fees alongside fixed and performance-based components. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not described as a pension consultant or related adviser. Business activity is concentrated on pooled investment vehicles rather than individual retail advisory relationships.

Assets & Accounts

Investments & Alternatives

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

Contacts

3 of 3
  • BENJAMIN MOSS

    Co-Founder & PartnerCRD 3093276

  • JACK CARDWELL

    Co-Founder and PartnerCRD 6339493

  • JENNIFER BAKER

    ControllerCRD 4168843

Wealth teams

FINTRX

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

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
6001 Bold Ruler Way
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth