GREENBELT CAPITAL PARTNERS

GREENBELT CAPITAL MANAGEMENT L.P. Legal Name

Adviser information for GREENBELT CAPITAL PARTNERS last updated from Form ADV on March 28th, 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 Partnership
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 25
Investment Advisory/Research 11
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 Yes
Type Accounts RAUM
Discretionary 6 $1.4B
Non-Discretionary 0 $0
Total 6 $1.4B

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 6 $1.4B
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 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Portfolio management for pooled investment vehicles
Compensation % of AUMPerformance-based fees
Other Business Activities Commodity pool operator or commodity trading advisor

Identifiers

SEC RIA File Number 801-126186
SEC ERA File Number 801-126186
SEC CIK Numbers None
SEC CRD Numbers 322516
Legal Entity Identifier None

Principal Office

301 CONGRESS AVENUE
SUITE 2050
AUSTIN
TX
United States
Monday - Friday, 9 AM- 5 PM
Tel: 512-362-6260, Fax: None

Chief Compliance Officer

GIULIANNA K. RUIZ
SENIOR ADVISOR
399 PARK AVENUE
FL 39
NEW YORK
NY
United States
Tel: 2126078430
(Full email address available in API data)

Regulatory Contact

CHRISTOPHER LITTLE
COUNSEL
301 CONGRESS AVE
SUITE 2050
AUSTIN
TX
United States
Tel: 336-251-3635
(Full email address available in API data)

Industry Affiliates

GBCP GP III L.P. Sponsor, GP, manager of pooled investment vehicles
GREENBELT CAPITAL PARTNERS MGP, LLC Sponsor, GP, manager of pooled investment vehicles
GREENBELT CAPITAL CORPORATION Sponsor or syndicator of limited partnerships
GREENBELT CAPITAL PARTNERS INTERSECT ASSOCIATES L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
GREENBELT CAPITAL PARTNERS SABER ASSOCIATES L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
GREENBELT CAPITAL PARTNERS TRP ASSOCIATES L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
GREENBELT CAPITAL PARTNERS UNIRAC ASSOCIATES L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
GREENBELT CAPITAL PARTNERS III L.P. Private Equity Fund $59.5M $5.0M 6
GREENBELT CAPITAL PARTNERS III-A L.P. Private Equity Fund $153.4M $5.0M 5
GREENBELT CAPITAL PARTNERS INTERSECT L.P. Private Equity Fund $48.1M $0.0M 2
GREENBELT CAPITAL PARTNERS SABER L.P. Private Equity Fund $291.2M $0.0M 4
GREENBELT CAPITAL PARTNERS TRP L.P. Private Equity Fund $691.1M $0.0M 23
GREENBELT CAPITAL PARTNERS UNIRAC L.P. Private Equity Fund $130.6M $0.0M 7

Control Persons

Name Type Entity Title Since Ownership
RUIZ, GIULIANNA, KARIN Individual CHIEF COMPLIANCE OFFICER; SENIOR ADVISOR 01/2022 < 5%
MANNING, CHRISTOPHER, REID Individual MANAGING PARTNER; CHIEF EXECUTIVE OFFICER 01/2022 < 5%
GREENBELT CAPITAL PARTNERS MGP, LLC Domestic Entity GENERAL PARTNER 01/2022 < 5%
MANNING, CHRISTOPHER, REID Individual GREENBELT CAPITAL PARTNERS MGP, LLC MEMBER, MANAGER 10/2021 50-75%
Jacobson, Glenn Individual MANAGING PARTNER 01/2022 < 5%
ALLEN, GABRIEL, PAUL Individual CHIEF FINANCIAL OFFICER 01/2024 < 5%
Jacobson, Glenn Individual GREENBELT CAPITAL PARTNERS MGP, LLC MEMBER 04/2023 50-75%
GBCP MANAGEMENT HOLDINGS L.P. Domestic Entity LIMITED PARTNER 04/2023 > 75%
GBCP FEEDER L.P. Domestic Entity GBCP MANAGEMENT HOLDINGS L.P. LIMITED PARTNER 04/2023 > 75%

No. Employees, Historic

30150202220232024202524 on 6/24/202226 on 11/22/202226 on 3/31/202325 on 3/28/2024

RAUM, Historic

2B1B02022202320242025581100000 on 11/22/2022610200000 on 3/31/20231373800000 on 3/28/2024

No. Clients, Historic

105020222023202420250 on 6/24/20222 on 11/22/20224 on 3/31/20236 on 3/28/2024