Greensledge Advisors LLC

RIASEC Registered
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 is SEC-registered (registration began in 2019) and focuses on providing advisory services to institutional clients. Its stated advisory activity centers on portfolio management for pooled investment vehicles, and it operates under a fixed-fee billing model. Greensledge is not classified as an active ESG investor and does not identify as a multi-state adviser. Ownership is a mix of a domestic entity and an individual, and the firm lists affiliations that include broker-dealer activity, other investment adviser functions, and roles as sponsor, general partner, or managing member of pooled vehicles.

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

Owners & executives

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Contacts

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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

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