Greensledge Advisors LLC

RIASEC RegisteredEst. 2019
Total AUM
$2.3B
Discretionary
$2.3B
100% of AUM
Avg account
$2.3B
Accounts
1
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
305341
Registered since
October 2, 2019
Fee structure
Fixed Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Greensledge Advisors LLC is a limited liability company that operates as an institutional registered investment adviser. The firm registered with the SEC in 2019 and focuses on serving institutional clients through advisory relationships structured around pooled investment vehicles. Its stated fee model is fixed fees rather than asset-based or performance-based fees. The firm’s regulatory and business activities extend beyond pure advisory work: Greensledge is affiliated with broker-dealer activity and functions as a sponsor, general partner, and managing member for pooled investment vehicles. It is not positioned as an active ESG investor, does not identify as a multi-state adviser, and does not present itself as a pension consultant or related adviser.

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

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Kenneth Wormser

    Kenneth Wormser

    Managing PartnerCRD 2099206

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

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, 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
New York
Address
575 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth