Greenbacker Capital Management LLC
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Overview
Greenbacker Capital Management LLC is a financial advisory firm located in Portland, Maine. The firm administers $3.0 billion in total assets over seven accounts, making it one of the biggest financial advisory firms in the nation by assets under management (AUM). The firm has a large group, including 35 financial advisors. Greenbacker Capital Management LLC does not act as a registered broker-dealer, meaning the advisor cannot buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are exchangable financial assets like options, equities and bonds.
Greenbacker Capital Management LLC administers all of the firm's client assets in a discretionary manner. Discretionary management means that buy and sell judgments for the client's account are made by an investment advisor without requiring the client's consent. The advisory firm manages roughly $435.7 million for every client account. An average financial advisor at Greenbacker Capital Management LLC manages fewer than one client account, making it one of the most personalized advisor firms in the country.
The company's main office is located at 30 Danforth Street, Portland, Maine 4101. It is allowed to provide services to clients across a few states, including Colorado, Maine, New York and Vermont.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Greenbacker Capital Management LLC by the Numbers
$3.0 billion
200
7
$435.7 million
Fee Structure
Fees for financial advice largely depend on which service is provided. However, fee types billed by the company can include the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to pooled investment vehicles. Out of its seven clients, Greenbacker Capital Management LLC's biggest client group by number of accounts is pooled investment vehicles. None of the company's customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Greenbacker Capital Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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