Greenfield Partners, LLC is a large advisory firm based in Westport. It manages $1.19 billion of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Connecticut.
Greenfield Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Greenfield Partners, LLC is $1.19 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -75% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Greenfield Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Greenfield Partners is pooled investment vehicles with 20 clients and $1.19 billion of assets under management. Among the 8 most similar advisory firms, Greenfield Partners has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.19 billion for 20 clients. None of the firm’s clients are foreign persons or businesses.
Greenfield Partners also advises several private funds. Namely, two hedge funds and seventeen real estate funds. The minimum investment commitment required of non-related persons ranges from $200,000 to $35,000,000.
The company employs 11 people that are either part- or full-time employees. 18 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Michael Brian Bradley has served as the Chief Investment Officer since 1 Jan 2005. Brian Orr joined the executive team most recently as the Chief Financial Officer.
The principal office where Greenfield Partners, LLC performs its advisory services is located at 2 Post Road West, Westport, CT 06880, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-354-5000 or by fax 203-222-4930. The normal business hours are 8:30-5:30 on Monday - Friday. You can find more information about the New York firm at greenfieldpartners.com.