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Building 2GREENSLEDGE ASSET MANAGEMENT LLC

Map pinGLASTONBURY, CT
Phone860-256-4952
NotebookSEC #801-125701
Total AUM
$592.8M
Employees
11
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
41-B, SUITE 503
NEW LONDON TPKE
GLASTONBURY
CT 06033
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
860-256-4952
Other Offices
3

ReceiptFinancials

Total AUM
$592.8M
Accounts
4
Discretionary
$552.5M
Accounts
2
Non-Discretionary
$40.3M
Accounts
2

ContactClients

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Pooled Vehicle Clients
1
AUM
$512.5M
Investment Advisor Clients
2
AUM
$40.3M
Other Clients
1
AUM
$40.1M
Description of Other Clients
FAMILY OFFICE

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
CONSULTING FOR INSTITUTIONAL ACCOUNTS
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CTNYTX

HandshakeAffiliates

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Affiliates
Reported 30 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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