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| Greenrock Research Inc
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|
|
|---|---|
| CRD # | 131825 |
| SEC # | 801-69664 |
| CIK # | |
| AUM | $850.2 M (2025-03-27) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 312-463-1301 |
| Address | 444 W Lake St Chicago, IL 60606 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 26.2 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 25 | 824.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,990 | 850.2 |
| By Discretionary | ||
| Discretionary | 1,086 | 495.6 |
| Non-Discretionary | 904 | 354.6 |
| Total | 1,990 | 850.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 850.2 | |
| Total | 1,990 | 850.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Marshall Financial Group Inc
✚
|
PA | 0.9 |
|
Richard P Slaughter Associates Inc
✚
|
TX | 0.9 |
|
Blankinship & Foster LLC
✚
|
CA | 0.9 |
|
Brookmont Capital Management LLC
✚
|
TX | 0.9 |
|
Brass Tax Wealth Management Inc
✚
|
OH | 0.9 |
|
Hanson & Doremus Investment Management
✚
|
VT | 0.8 |
|
Paragon Advisors LLC
✚
|
TX | 0.8 |
|
Breakwater Capital Group
✚
|
NJ | 0.8 |
|
Legacy Financial Group LLC
✚
|
IA | 0.8 |
|
Riskbridge Advisors LLC
✚
|
CT | 0.8 |