GREENLIGHT INVESTMENT ADVISORS

RIASEC RegisteredEst. 2020
Total AUM
Avg account
$0
Accounts
0
Employees
6
Advisory reps
2

Firm details

Headquarters
Atlanta, Georgia
CRD number
308546
Registered since
August 4, 2020
Fee structure
Other

Firm profile

FINTRX

Overview

Greenlight Investment Advisors is an SEC-registered limited liability company formed as an advisory firm in 2020. The firm is classified as unclassified and is owned by a domestic entity and an individual. Its regulatory filings indicate a fee structure categorized as "other," it is not a multi-state adviser, and it does not identify as an active ESG investor or pension consultant. The firm is not designated as a capital allocator, which suggests it relies on external managers or pooled vehicles rather than directly deploying balance-sheet capital into third-party funds. Investment activity recorded for Greenlight Investment Advisors centers on liquid and pooled vehicles rather than direct private equity deals or in-house sponsored funds. The firm notes allocation interest in manager-driven strategies, with a preference for incorporating third-party mutual funds alongside alternative strategies run by external managers. That orientation points to a platform-style implementation where outside managers execute specialty mandates while the adviser manages portfolio construction, selection, and monitoring.

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

2 of 2
  • TIMOTHY SHEEHAN

    CEO & Co-FounderCRD 3035766

  • Kelly Zigaitis

    Chief Compliance OfficerCRD 5276344

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
303 Peachtree St NE
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth