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Adviser Profile

As of Date 10/02/2024
Adviser Type - Mid-sized advisory firm
Number of Employees 12 50.00%
of those in investment advisory functions 3
Registration SEC, Approved, 07/28/2022
Other registrations (1)
Former registrations

GREENBROOK MANAGEMENT, LLC

AUM* 81,134,797 33.47%
of that, discretionary 0
Private Fund GAV* 81,134,799
Avg Account Size 8,113,480 6.78%
SMA’s No
Private Funds 10 2
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
61M 52M 43M 35M 26M 17M 9M
2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count10 GAV$81,134,799

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Brochure Summary