SourcingSourcing

GREENSLEDGE ADVISORS LLC

C32
CRD 305341·SEC 801-117420·NEW YORK, NY
AUM
$2.31B
$1B+
Est. Revenue
$23.1M
@ 1% on AUM
Est. EBITDA
$6.9M
@ 30% margin
Est. Deal Value
$55.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GREENSLEDGE ADVISORS LLC
CRD
305341
SEC file #
801-117420
EIN
—
DBA names
—

Economics

AUM
$2.31B
AUM band
$1B+
AUM trajectory
'21'26
$297.6M → $2.31B▲ +677%
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
0
Advisory staff (per ADV)
0
Advisory staff (5-yr trend)
—
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jamesmedium confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
Fixed fees

Filings

Latest ADV filing
04/07/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GREENSLEDGE GROUP LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
GREENSLEDGE GROUP LLC
WORMSER, KENNETH, MARK
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

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 (8)

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
Window
Raymond James3
Full
Raymond James5
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (1)

1
KENNETH MARK WORMSER
Executive Officer · 2.5%
2099206