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| Greenrock Research Inc
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|
|---|---|
| CRD # | 131825 |
| SEC # | 801-69664 |
| CIK # | |
| AUM | $863.9 M (2026-03-27) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 312-463-1301 |
| Address | 444 W Lake St Chicago, IL 60606 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4 | 21.5 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 21 | 842.4 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,880 | 863.9 |
| By Discretionary | ||
| Discretionary | 1,050 | 515.9 |
| Non-Discretionary | 830 | 348.0 |
| Total | 1,880 | 863.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 863.9 | |
| Total | 1,880 | 863.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
REDW Wealth LLC
✚
|
NM | 0.9 |
|
Integrity Financial Corporation
✚
|
WY | 0.9 |
|
Park Capital Management LLC
✚
|
WI | 0.9 |
|
Highline Wealth Partners LLC
✚
|
CA | 0.9 |
|
Level Financial Advisors Inc
✚
|
NY | 0.9 |
|
Gill Capital Partners LLC
✚
|
CO | 0.9 |
|
McMill Wealth Inc
✚
|
NE | 0.9 |
|
Probity Advisors Inc
✚
|
TX | 0.9 |
|
Rossby Financial LLC
✚
|
FL | 0.9 |
|
Leelyn Smith LLC
✚
|
IL | 0.9 |