GREENBIRD CAPITAL LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
BOCA RATON, Florida
CRD number
306692
Registered since
November 13, 2020

Firm profile

FINTRX

Overview

Greenbird Capital LLC is a limited liability company that registered with the SEC in 2020. The ownership is listed as a combination of a domestic entity and an individual, and the adviser is classified as unclassified in the source file. The firm does not identify itself as a capital allocator and is not flagged as an active ESG investor or a multi-state adviser. Public disclosures provided to FINTRX contain very limited detail about the firm’s client focus, fee schedules, advisory activities or investment strategy.

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

Contacts

3 of 6
  • MICHAEL GESTONE

    Registered RepresentativeCRD 5984302

  • Dylan Costello

    Registered RepresentativeCRD 8045756

  • NIKOLAS COSTELLO

    FounderCRD 6840994

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOCA RATON, FL

PALM BEACH

Location

BOCA RATON, FL

Headquartered in BOCA RATON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
2500 N Military Trl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth