Greensledge Advisors LLC

RIASEC Registered
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 limited liability company registered with the SEC in 2019 that operates as an institutional registered investment adviser. The firm’s client base is institutional, and it charges fixed fees for its services. Its primary advisory activity is portfolio management for pooled investment vehicles, and it holds industry affiliations that include acting as a sponsor, general partner, or managing member of pooled vehicles as well as relationships with broker-dealers and other registered advisers. Greensledge does not describe itself as an active ESG investor, is not organized as a multistate adviser, and is not positioned as a pension consultant or capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

Owners & executives

1 of 1
  • Jennifer Small

    Director & Chief Compliance OfficerCRD 4952468

Wealth teams

FINTRX

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