Greenskeeper Asset Management Inc.

RIASEC RegisteredEst. 2025
Total AUM
$116M
Discretionary
$94M
81% of AUM
Avg account
$650K
Accounts
179
Employees
4
Advisory reps
4

Firm details

Headquarters
Oakville, Ontario,
CRD number
325725
Registered since
November 21, 2025
Custodians
CUSTODY AND BROKERAGE, INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles35.3%
  • HNWI33.47%
  • Corporations / Businesses25.19%
  • Individuals6.04%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Greenskeeper Asset Management Inc. is a corporate investment advisor that serves both individual and institutional clients. The firm centers its portfolio management around exchange-traded equities and separately managed account structures, operating with both discretionary and non-discretionary mandates. It also advises and sponsors pooled investment vehicles—acting as a sponsor, general partner and managing member—so its activity spans traditional advisory roles and fund-level management. Fee arrangements combine a percentage-of-assets model with performance-based fees, which aligns compensation with outperformance for certain mandates and private funds. Greenskeeper does not position itself as an ESG specialist, and its stated advisory activities include portfolio management for individuals/small businesses as well as for pooled investment vehicles.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 62%, US Government Bonds 31%, Cash & Cash Equivalents 5%, Sovereign Bonds 2%62%
  • Exchange Traded Equities62%
  • US Government Bonds31%
  • Cash & Cash Equivalents5%
  • Sovereign Bonds2%

Contacts

3 of 4
  • Michael McCloskey

    Michael McCloskey

    President & FounderCRD 7715266

  • Joseph Johnson

    OwnerCRD 7714082

  • Gabriella Mccloskey

    OwnerCRD 7714091

Unlock 1 more contacts

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

Oakville, Ontario, null

Location

Oakville, Ontario, null

Headquartered in Oakville, Ontario, null.

Address
2010 Winston Park Dr Suite 200
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth