GREENSLEDGE ADVISORS LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 305341
- Registered since
- October 2, 2019
- Website
- www.greensledge.com
- Fee structure
- Fixed Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Greensledge Advisors LLC is a compact, institutionally focused RIA that provides portfolio management through pooled investment vehicles. Registered with the SEC in 2019 as a limited liability company, the firm operates primarily as a fund manager and sponsor rather than as a distributor of separate-account solutions. Its regulatory filings identify the firm as acting as sponsor, general partner, and managing member for pooled investment vehicles and show affiliations with a broker-dealer and another investment adviser, indicating an integrated role across fund formation, governance and capital deployment. The firm serves a strictly institutional client base under a fixed-fee arrangement and does not position itself as an ESG investor. Greensledge’s classification is unclassified and it is not structured as a multi-state adviser or pension consultant. The combination of pooled-vehicle portfolio management and sponsor/GP responsibilities suggests the firm focuses on managing fund-level strategy, governance and operational oversight for institutional capital rather than pursuing broad retail advisory relationships.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1KENNETH WORMSER
Managing PartnerCRD 2099206
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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