GREENBRIAR EQUITY GROUP
Latest filing: Mar 25, 2025 (84 days ago)
AUM
$8,001,315,970
-7% change vs. 1 year ago
15% change vs. 3 years ago
240% change vs. 5 years ago
237% change vs. 10 years ago
Employee Count
37
-5% change vs. 1 year ago
16% change vs. 3 years ago
23% change vs. 5 years ago
28% change vs. 10 years ago
Main Office
GREENWICH, CT
ONE GREENWICH PLAZA, GREENWICH, CT, UNITED STATES, 06830
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $8.0 |
| Non-Discretionary | $0.0 |
| Total | $8.0 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $8.0 |
| Institutional | $0.0 |
| Total | $8.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| GREENBRIAR HOLDINGS VI, LLC | $0.0 | - | |
| GB KING HOLDINGS GP, LLC | $0.0 | - | |
| GREENBRIAR EQUITY CAPITAL VI, L.P. | $0.0 | - | |
| GREENBRIAR EQUITY CAPITAL III AIV, L.P. | $0.0 | - | |
| GREENBRIAR EQUITY CAPITAL IV, L.P. | $0.0 | - | |
| GREENBRIAR EQUITY CAPITAL V, L.P. | $0.0 | - | |
| GREENBRIAR EQUITY CAPITAL III, L.P. | $0.0 | - | |
| GREENBRIAR HOLDINGS IV, LLC | $0.0 | - | |
| GREENBRIAR HOLDINGS III, LLC | $0.0 | - | |
| GREENBRIAR HOLDINGS V, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
11 active
| Name | Title |
|---|---|
| JONES, REGINALD, LAMONT | MANAGING PARTNER AND LIMITED PARTNER |
| BECKMAN, JOEL, SETH | RETIRED PARTNER AND LIMITED PARTNER |
| RAKER, JILL, CATHERINE | MANAGING PARTNER AND LIMITED PARTNER |
| ROY, NOAH, CHRISTOPHER | MANAGING PARTNER AND LIMITED PARTNER |
| GREENWALD, SCOTT, NMN | GENERAL PARTNER |
| WEISS, MICHAEL, ZION | MANAGING PARTNER AND LIMITED PARTER |
| MCCOMISKEY, NIALL, "NMN" | MANAGING PARTNER AND LIMITED PARTER |
| STIEBER, NICHOLAS, PATRICK | CHIEF COMPLIANCE OFFICER |
| CLARKE, JOHN, P | CHIEF FINANCIAL OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $8.0 | $0.0 | 0% | 37 | 0 | 0% |
| 2025-04-21 | $8.0 | $0.0 | 0% | 37 | 0 | 0% |
| 2024-04-02 | $8.6 | -$0.6 | -7% | 39 | -2 | -5% |
| 2023-04-04 | $8.0 | $0.0 | 0% | 38 | -1 | -3% |
| 2022-04-01 | $7.0 | $1.0 | 15% | 32 | 5 | 16% |
| 2021-04-05 | $3.6 | $4.4 | 121% | 27 | 10 | 37% |
| 2020-04-01 | $2.4 | $5.6 | 240% | 30 | 7 | 23% |
| 2019-04-01 | $2.4 | $5.6 | 234% | 30 | 7 | 23% |
| 2018-04-02 | $2.1 | $5.9 | 284% | 30 | 7 | 23% |
| 2017-04-01 | $1.9 | $6.1 | 328% | 29 | 8 | 28% |
| 2016-04-01 | $1.8 | $6.2 | 352% | 29 | 8 | 28% |
| 2015-04-01 | $2.4 | $5.6 | 237% | 29 | 8 | 28% |
| 2014-04-01 | $2.1 | $5.9 | 280% | 29 | 8 | 28% |
| 2013-04-01 | $1.3 | $6.7 | 532% | 28 | 9 | 32% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CT, CT-03/30/2023 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV