Greenport Capital Advisors
Firm details
- Headquarters
- Marlborough, Massachusetts
- CRD number
- 205511
- Fee structure
- Percentage of AUM
- Client types
- HNWI89.82%
- Individuals10.18%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Greenport Capital Advisors is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients. The firm’s business model centers on financial planning and portfolio management for individuals and small businesses and it charges clients on a percentage-of-assets basis. Greenport is not positioned as a capital allocator or pension consultant, does not identify as an active ESG investor, and appears to operate on a single-state footprint based on available information.
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 Equities52%
- Sovereign Bonds18%
- Investment Grade Corp Bonds15%
- Non-Investment Grade Corp Bonds9%
- Cash & Cash Equivalents5%
Owners & executives
2 of 2
Marcus Green
Chief Operating Officer, Managing PartnerCRD 5479554
Robert Kea
Co-Managing Partner And Chief Investment OfficerCRD 6908997
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Marlborough, MA
Middlesex
Location
Marlborough, MA
Headquartered in Marlborough, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 11 Apex Dr
- Time zone
- ET (UTC-5)
- Office locations
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