Greensledge Asset Management LLC
Firm details
- Headquarters
- Glastonbury, Connecticut
- CRD number
- 307732
- Registered since
- May 19, 2022
- Website
- www.greensledge.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds100%
Contacts
3 of 5
Henry Tran
Compliance Testing DirectorCRD 4953170

Matthew Natcharian
Managing DirectorCRD 7248967

James Kane
Managing PartnerCRD 2568683
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Empower Financial Advisory, LLC
RIAGlastonbury, CT
Mark Sheptoff Financial Planning LLC
RIAGlastonbury, CT
Briggs Wealth Management, Inc.
RIAGlastonbury, CT
Smith Brothers Financial, LLC
RIAGlastonbury, CT
Rossmore Private Capital, LLC
RIAGlastonbury, CT
Adviceone Advisory Services, LLC
RIAGlastonbury, CT