GREENLEA LANE CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- ,
- CRD number
- 162012
- Registered since
- July 13, 2018
- Website
- www.greenlealane.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles90.76%
- Pension & Profit Sharing Plans9.24%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Greenlea Lane Capital Management LLC is a privately owned LLC that operates as a hedge fund manager focused on institutional clients. The firm registered with the SEC in 2018 and provides portfolio management for pooled investment vehicles and for businesses or institutions. It serves as sponsor, general partner and managing member of its pooled vehicles and charges a mix of fixed and performance-based fees. Greenlea Lane does not identify as an active ESG investor and is not designated as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities83%
- US Government Bonds14%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1PANAYIOTA ECONOMOU
Chief Operating OfficerCRD 4726553
Contacts
1 of 1JOSH TARASOFF
Managing MemberCRD 4421226
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$38.6M in ETFs
100%
$38.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $38.6M | 383,000 | 100.00% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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