GREEN BAY ADVISORS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2014
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MENLO PARK, California
CRD number
170205
Registered since
January 7, 2014

Firm profile

FINTRX

Overview

Green Bay Advisors, LLC is structured as a limited liability company that operates primarily as an adviser and sponsor of pooled investment vehicles rather than a traditional retail-focused registered investment adviser. The firm has been SEC-registered since 2014 and performs roles typical of a general partner and managing member, which implies active involvement in sourcing deals, underwriting investments, portfolio construction and fund-level governance. Green Bay Advisors is not identified as an active ESG investor and it does not report multi-state retail advisory activity, signaling a concentrated business model centered on managing private funds rather than providing broad wealth management services. The firm’s outward-facing activity centers on private fund formation and management. Its declared business affiliations include acting as an investment adviser and sponsor, and serving as GP/manager for pooled vehicles. That profile points to a manager that builds and runs closed-end investment vehicles, likely retaining operational control of investment decisions and fund-level administration.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • VICTORIA GORENKOFF

    Chief Financial OfficerCRD 8065259

Contacts

2 of 2
  • ANTHONY SCHILLER

    Managing Director and Co-founderCRD 6285564

  • ANTON ERMOLOV

    PrincipalCRD 6087607

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MENLO PARK, CA

SAN MATEO

Location

MENLO PARK, CA

Headquartered in MENLO PARK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
1300 El Camino Real
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth