GREENVALE CAPITAL LP

RIASEC RegisteredEst. 2021
Total AUM
$3.7B
Discretionary
$3.7B
100% of AUM
Avg account
$924M
Accounts
4
Employees
1
Advisory reps
2

Firm details

Headquarters
,
CRD number
312264
Registered since
September 9, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Greenvale Capital LP is a hedge fund organized as a limited partnership that serves an institutional client base through pooled investment vehicles. Registered with the SEC in 2021, the firm operates as both an adviser to and sponsor/manager of private funds and performs Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA) activities. Its business model centers on active, discretionary portfolio management for pooled vehicles, with compensation driven by a combination of asset-based fees and performance-based fees. Greenvale is neither a multi-state adviser nor an active ESG investor; its ownership structure includes both foreign-entity and individual owners. The firm’s industry roles include acting as an investment adviser, sponsor, general partner, and managing member of the funds it runs.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

2 of 2
  • BRUCE EMERY

    CIO & PartnerCRD 6565452

  • ANDREW WALL

    Partner and Chief Operating OfficerCRD 5080606

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

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth