SourcingSourcing

GREEN CITIES INVESTMENT MANAGEMENT, LLC

C46
CRD 166263·SEC 801-77485·PORTLAND, OR
AUM
$875.0M
$500M-$1B
Est. Revenue
$8.8M
@ 1% on AUM
Est. EBITDA
$2.6M
@ 30% margin
Est. Deal Value
$21.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GREEN CITIES INVESTMENT MANAGEMENT, LLC
CRD
166263
SEC file #
801-77485
EIN
—
DBA names
—

Economics

AUM
$875.0M
AUM band
$500M-$1B
AUM trajectory
'20'26
$1.56B → $875.0M▼ -44%
Client mix
Pooled Investment Vehicles4

Operations

Employees (total)
16
Advisory staff (per ADV)
11
Advisory staff (5-yr trend)
'20'26
18 advisors → 11 advisors▼ -39%
Primary office
PORTLAND OR
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/29/2026
ADV-W filed at
—
Website
gerdingedlen.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
THE GREEN CITIES COMPANY, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
THE GREEN CITIES COMPANY, LLC
BORDONARO, MOLLY, HERING
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GERDINGEDLEN.COM
Rdap Domain Creation Date
2006-03-23T20:12:06Z
Rdap Firm Age Years
20
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-03-23T19:12:06Z
Rdap Domain Last Changed
2022-09-03T14:32:34Z
Rdap Nameservers
Phil.ns.cloudflare.comRoxy.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
Yes

People (4)

4
BORDONARO, MOLLY, HERING
Executive Officer · 2.5%
5871336
GAULKE, BRENT, JORAY
Executive Officer · 2.5%
5871337
RIORDAN, NEIL, PATRICK
Executive Officer · 2.5%
4316229
SAITO, KELLY, THOMAS
Executive Officer · 2.5%
5871334