SourcingSourcing

GREENSLEDGE ASSET MANAGEMENT LLC

C39
CRD 307732·SEC 801-125701·GLASTONBURY, CT
AUM
$592.8M
$500M-$1B
Est. Revenue
$5.9M
@ 1% on AUM
Est. EBITDA
$1.8M
@ 30% margin
Est. Deal Value
$14.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GREENSLEDGE ASSET MANAGEMENT LLC
CRD
307732
SEC file #
801-125701
EIN
—
DBA names
—

Economics

AUM
$592.8M
AUM band
$500M-$1B
AUM trajectory
'21'26
$75.0M → $592.8M▲ +690%
Client mix
Other Investment Advisers2
Pooled Investment Vehicles1
Other1

Operations

Employees (total)
11
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'21'26
4 advisors → 3 advisors▼ -25%
Primary office
GLASTONBURY CT
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jamesmedium confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
04/01/2026
ADV-W filed at
—
Website
greensledge.com/our-services/greensledge-asset-management

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
6
Control Persons
GREENSLEDGE GROUP LLC
KANE, JAMES, BRASSLER
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
GREENSLEDGE.COM
Rdap Domain Creation Date
2006-07-12T14:12:08Z
Rdap Firm Age Years
20
Rdap Firm Age Band
20+y
Rdap Registrar
MarkMonitor Inc.

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
1
Bc Firm IAR Count
1
Custodian Candidates
Window
Raymond James3
Full
Raymond James42
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
Yes
Rdap Domain Expiration Date
2028-04-01T11:59:59Z
Rdap Domain Last Changed
2026-05-12T05:16:45Z
Rdap Nameservers
Ns1.markmonitor.comNs2.markmonitor.comNs3.markmonitor.comNs4.markmonitor.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (5)

5
Natcharian, Matthew, Paul
IAR · Executive Officer · 2.5%
7248967
JAMES KANE
Executive Officer · 2.5%
2568683
MICHELLE CAO MOORE
Executive Officer · 2.5%
4233417
Yaworsky, Derek, James
Executive Officer · 2.5%
7248240
STACEY JEAN GILLESPIE
Executive Officer · 2.5%
3137874