SourcingSourcing

GREENPOINT GROUP, LP

C30
CRD 310532·SEC 801-128504·NEW YORK, NY
AUM
$1.35B
$1B+
Est. Revenue
$13.5M
@ 1% on AUM
Est. EBITDA
$4.1M
@ 30% margin
Est. Deal Value
$32.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GREENPOINT GROUP, LP
CRD
310532
SEC file #
801-128504
EIN
000000000
DBA names
Greenpoint Partners

Economics

AUM
$1.35B
AUM band
$1B+
AUM trajectory
'25'26
$982.1M → $1.35B▲ +38%
Client mix
Pooled Investment Vehicles9

Operations

Employees (total)
13
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'25'26
10 advisors → 9 advisors▼ -10%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
greenpointpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GREEN, CHRISTOPHER, JOHN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
GREEN, CHRISTOPHER, JOHN
GREENPOINT GROUP, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GREENPOINTPARTNERS.COM
Rdap Domain Creation Date
2019-02-19T19:17:42Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
Squarespace Domains II LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001885975
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2021-10-28
Edgar Last Filing Date
2022-12-22
Edgar Form D Count
3
Edgar Form D Offerings
2022-12-222022-12-22 · 0001567619-22-021950
2021-12-022021-12-02 · 0001567619-21-021446

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
Raymond James4
E*trade4
Edgar Addresses
Mailing
C/O GREENPOINT GROUP, LP667 MADISON AVE, 5TH FLOORNEW YORK, NY 10065
Business
C/O GREENPOINT GROUP, LP667 MADISON AVE, 5TH FLOORNEW YORK, NY 10065
Edgar EIN
000000000
Edgar Recent Filings
D/A2022-12-22 · 0001567619-22-021950
D/A2021-12-02 · 0001567619-21-021446
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-19T19:17:42Z
Rdap Domain Last Changed
2026-02-04T20:06:56Z
Rdap Nameservers
Ns-cloud-e1.googledomains.comNs-cloud-e2.googledomains.comNs-cloud-e3.googledomains.comNs-cloud-e4.googledomains.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Top Owner CRD
6424111
Trust Company Affiliate
No

People (4)

4
CHRISTOPHER JOHN GREEN
Direct Owner · 87.5%
6424111
ANNE MAREE DYER
Executive Officer · 2.5%
6343679
SMIRNOV, DIANA, VICTORIA
Executive Officer · 2.5%
7775992
Winters, Renee, Kathleen
Executive Officer · 2.5%
7972674