GREENPORT CAPITAL ADVISORS

RIASEC Registered
Total AUM
$119M
Discretionary
$119M
100% of AUM
Avg account
$1.8M
Accounts
68
Employees
2
Advisory reps
2

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

FINTRX

Overview

Greenport Capital Advisors is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and focuses on financial planning and portfolio management for individuals and small businesses. Its primary fee model is a percentage of assets under management. The adviser does not describe itself as an active ESG investor, is not positioned as a multi-state adviser, and is not a pension consultant or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 52%, Sovereign Bonds 18%, Investment Grade Corp Bonds 15%, Non-Investment Grade Corp Bonds 9%, Cash & Cash Equivalents 5%, Other 1%52%
  • 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

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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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth