Greensledge Asset Management LLC

RIASEC RegisteredEst. 2022
Total AUM
$593M
Discretionary
$553M
93% of AUM
Avg account
$148M
Accounts
4
Employees
11
Advisory reps
5

Firm details

Headquarters
Glastonbury, Connecticut
CRD number
307732
Registered since
May 19, 2022
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles86.44%
  • Other Investment Advisers6.8%
  • Other6.76%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Greensledge Asset Management LLC is an SEC-registered advisory firm organized as an LLC and first registered with the SEC in 2022. The firm serves an institutional client base and provides portfolio management for pooled investment vehicles as well as for businesses and other institutions. Its fee arrangements include assets-under-management style fees, fixed-fee engagements and performance-based fees. Greensledge identifies as an active ESG investor, indicating that environmental, social and governance considerations factor into its investment process or stewardship activities. The firm reports a range of industry affiliations that span broker-dealer relationships, banking and trust entities, insurance companies and roles as sponsor or general partner of pooled vehicles, among others. Although not labeled as a capital allocator, Greensledge uses third-party managers for segments of its strategy (see Investments & Alternatives).

Assets & Accounts

Investments & Alternatives

Investment profile

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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: Private Funds 100%100%
  • Private Funds100%

Contacts

3 of 5
  • Henry Tran

    Henry Tran

    Compliance Testing DirectorCRD 4953170

  • Matthew Natcharian

    Matthew Natcharian

    Managing DirectorCRD 7248967

  • James Kane

    James Kane

    Managing PartnerCRD 2568683

Unlock 2 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

Glastonbury, CT

Hartford

Location

Glastonbury, CT

Headquartered in Glastonbury, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.

Metro area
Hartford-East Hartford, CT
Region
Northeast
County
Hartford
Address
41 B Linden St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth