Greenfield Partners, LLC
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Overview
Greenfield Partners, LLC operates as a financial advisory firm headquartered in Stamford, Connecticut. The firm has $235.4 million in assets over 16 customer accounts, making it a mid-tier firm in the country by assets under management (AUM). The company has a small team, including 2 financial advisors. Greenfield Partners, LLC is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets such as stocks, options and bonds.
Greenfield Partners, LLC oversees all of its accounts in a discretionary manner. Discretionary management is a structure in which buy and sell choices are made by an investment advisor without needing the client's approval. The advisory firm oversees roughly $14.7 million in assets for every customer account. An average financial advisor at Greenfield Partners, LLC administers around eight client accounts, placing it among the more individualized financial advisor firms in the country.
Greenfield Partners, LLC's central office is located at 695 East Main Street, Stamford, Connecticut 6901. It is registered to provide services to customers in the state of Connecticut.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Greenfield Partners, LLC by the Numbers
$235.4 million
7
16
$14.7 million
Fee Structure
Fees for financial advice usually vary depending on the type of services offered. However, fees charged by the company likely are comprised of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided 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
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with pooled investment vehicles. Out of its 16 accounts, Greenfield Partners, LLC's largest client is pooled investment vehicles. None of its customers are from outside of the U.S.
- 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
Greenfield Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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