GREENBRIAR EQUITY GROUP

RIASEC RegisteredEst. 2012
Total AUM
$15.7B
Discretionary
$15.7B
100% of AUM
Avg account
$745M
Accounts
21
Employees
37
Advisory reps
8

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
157475
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Greenbriar Equity Group is a private equity manager organized as a limited partnership and registered with the SEC since 2012. The firm focuses on pooled investment vehicles and serves an institutional client base. It typically charges a combination of asset-based fees and performance-linked fees, and it operates in sponsor and general partner capacities for the funds it manages. The firm reports being an active ESG investor, indicating ESG factors are considered in its investment and stewardship activities.

Assets & Accounts

Investments & Alternatives

Private Funds

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • JOHN CLARKE

    Chief Financial OfficerCRD 3263780

Contacts

3 of 7
  • JOEL BECKMAN

    Limited PartnerCRD 1303815

  • MICHAEL WEISS

    Managing PartnerCRD 4567900

  • NOAH ROY

    Managing PartnerCRD 2912691

Unlock 4 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

GREENWICH, CT

FAIRFIELD

Location

GREENWICH, CT

Headquartered in GREENWICH, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
1 Greenwich Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth