GREENROCK RESEARCH, INC.

Overview

Greenrock Research, Inc. is a small, privately owned corporate advisory firm that acts as a capital allocator for both high-net-worth individuals and institutional clients. The firm emphasizes equity exposure—both exchange-traded and non-exchange-traded—and runs discretionary portfolio mandates alongside non-discretionary relationships. Its service mix includes portfolio management for individuals, small businesses and larger institutional entities, selection of third-party advisers, and publication of research or periodic client communications. Fee arrangements combine percentage-of-AUM billing with fixed-fee engagements, giving Greenrock the flexibility to service both asset-based relationships and advisory projects. The firm is not positioned as an ESG-focused investor and is not registered as a multi-state adviser; it maintains a concentrated operational footprint while offering services such as pension consulting and manager selection when clients require it.

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Location & Offices