GREENLIGHT INVESTMENT ADVISORS
GREENLIGHT INVESTMENT ADVISORS, LLC Legal Name
Adviser information for GREENLIGHT INVESTMENT ADVISORS last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 121869 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | INVESTMENT RECOMMENDATIONS TO CERTAIN ETFS AND ACCESS TO THIRD-PARTY INVESTMENT RESEARCH |
|---|---|
| Compensation | MTHLY SUBSCRIPTION FEE PER FAMILY, UP TO 5 CHILDREN, FOR ACCESS |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| GREENLIGHT INVEST | GREENLIGHT INVESTMENT ADVISORS |
Identifiers
| SEC RIA File Number | 801-119096 |
|---|---|
| SEC ERA File Number | 801-119096 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 308546 |
| Legal Entity Identifier | None |
Principal Office
303 PEACHTREE ST NESUITE 4300 - FLOOR 45
ATLANTA
GA
United States
Monday - Friday, 9:00 - 5:00 PM EST
Tel: 888 483 2645, Fax: None
Chief Compliance Officer
JESSICA R. GEBHARDT
303 PEACHTREE STREET NW
SUITE 4300 - FLOOR 45
ATLANTA
GA
United States
Tel:
914-830-7990
J***************@************E
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SHEEHAN, TIMOTHY, P | Individual | – | CHIEF EXECUTIVE OFFICER | 03/2020 | < 5% |
| GREENLIGHT FINANCIAL TECHNOLOGY, INC. | Domestic Entity | – | MEMBER | 03/2020 | > 75% |
| GEBHARDT, JESSICA, RUTH | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2021 | < 5% |