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| Greenbridge Partners LLC
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|
|
|---|---|
| CRD # | 304445 |
| SEC # | 801-127934 |
| CIK # | |
| AUM | $254.8 M (2025-03-12) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 863-688-5938 |
| Address | 3700 Airfield Dr West Lakeland, FL 33811 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 345 | 146.8 |
| (b) Individuals (high net worth individuals) | 112 | 108.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 517 | 254.8 |
| By Discretionary | ||
| Discretionary | 517 | 254.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 517 | 254.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 254.8 | |
| Total | 517 | 254.8 |
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|---|---|---|
|
Orion Capital Management LLC
✚
|
CA | 0.3 |
|
The H Group Washington Inc
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|
OR | 0.3 |
|
Summit Place Financial Advisors LLC
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NJ | 0.3 |
|
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|
CA | 0.3 |
|
Firstmetric LLC
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|
MI | 0.3 |
|
Charter Research & Investment Group Inc
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CT | 0.3 |
|
Morton Wealth Advisors
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|
MA | 0.3 |
|
Interwealth Management LLC
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|
AZ | 0.3 |
|
Curran & Lewis Investment Management Inc
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|
CA | 0.3 |
|
Proactive Wealth Strategies LLC
✚
|
GA | 0.3 |