GREENSLEDGE ADVISORS LLC

RIASEC RegisteredEst. 2019
Total AUM
$2.3B
Discretionary
$2.3B
100% of AUM
Avg account
$2.3B
Accounts
1
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
305341
Registered since
October 2, 2019
Fee structure
Fixed Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Greensledge Advisors LLC is a compact, institutionally focused RIA that provides portfolio management through pooled investment vehicles. Registered with the SEC in 2019 as a limited liability company, the firm operates primarily as a fund manager and sponsor rather than as a distributor of separate-account solutions. Its regulatory filings identify the firm as acting as sponsor, general partner, and managing member for pooled investment vehicles and show affiliations with a broker-dealer and another investment adviser, indicating an integrated role across fund formation, governance and capital deployment. The firm serves a strictly institutional client base under a fixed-fee arrangement and does not position itself as an ESG investor. Greensledge’s classification is unclassified and it is not structured as a multi-state adviser or pension consultant. The combination of pooled-vehicle portfolio management and sponsor/GP responsibilities suggests the firm focuses on managing fund-level strategy, governance and operational oversight for institutional capital rather than pursuing broad retail advisory relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Contacts

1 of 1
  • KENNETH WORMSER

    Managing PartnerCRD 2099206

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, 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
NEW YORK
Address
575 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth