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Greenbridge Partners LLC

● SEC registered since 2023CRD 304445SEC# 801-127934Lakeland, FL
Export (members)
Reg. AUM
$254.8M
Employees
1
Accounts
517
Location
Lakeland, FL

Greenbridge Partners LLC assets under management

Greenbridge Partners LLC is an investment advisory firm registered with the SEC based in Lakeland, FL. The firm has been registered since 2023. It reports $254.8 million in regulatory assets under management and employs 1 people.
View on SEC.gov ↗

Greenbridge Partners LLC owners & executives

1 reported
NameTitleOwnershipSince
Jay Laurence Wells ControlManaging Member & Chief Compliance OfficerOver 75%2019

Frequently asked questions

How much does Greenbridge Partners LLC manage?

Greenbridge Partners LLC reports $254.8 million in regulatory assets under management on its Form ADV.

How many employees does Greenbridge Partners LLC have?

Greenbridge Partners LLC reports 1 employees.

Where is Greenbridge Partners LLC located?

Greenbridge Partners LLC is based in Lakeland, FL and has been SEC-registered since 2023.

Does Greenbridge Partners LLC disclose fund performance?

Greenbridge Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3700 Airfield Dr West, Lakeland, FL 33811
Phone863-688-5938
Fax863-603-8171
Office hours9:00a.m. - 5:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$254.8M
Non-discretionary$0
Total (RAUM)$254.8M