Greenbrook Management, LLC
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Overview
Greenbrook Management, LLC operates as an advisory company that has its headquarters in New York, New York. The company handles $60.8 million in assets throughout eight accounts. It has a small team, including 3 financial advisors. Greenbrook Management, LLC is not a registered broker-dealer, meaning it is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets such as stocks, bonds and options.
Greenbrook Management, LLC oversees zero of its client assets in a discretionary manner. Discretionary management is a structure in which an investment advisor has the discretion to make buy and sell choices without requiring client approval. Greenbrook Management, LLC also has eight non-discretionary accounts with a total of $60.8 million in assets under management. The investment advisory firm's typical account size is $7.6 million. The average financial advisor at Greenbrook Management, LLC oversees around three client accounts, making it one of the most personalized firms in the country.
The firm's headquarters is at 41 Union Square West, 16Th Floor, New York, New York 10003. It is allowed to serve customers in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Greenbrook Management, LLC by the Numbers
$60.8 million
8
8
$7.6 million
Fee Structure
Fees charged by financial advisors usually are based on which service is provided. Fees charged by the company likely consist of some combination of the following fee types: asset-based or performance-based. The firm does not participate in a wrap fee program, in which the firm offers a bundle of services for a single fee.
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 works with pooled investment vehicles. Out of its eight customers, Greenbrook Management, LLC's largest client group by number of accounts is pooled investment vehicles. None of the company's clients are non-U.S. persons.
- 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
Greenbrook Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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