GREENBRIAR EQUITY GROUP
GREENBRIAR EQUITY GROUP, L.P. Legal Name
Adviser information for GREENBRIAR EQUITY GROUP 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 | 39 |
|---|---|
| Investment Advisory/Research | 28 |
| 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 | 18 | $8.6B |
| Non-Discretionary | 0 | $0 |
| Total | 18 | $8.6B |
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 | 18 | $8.6B |
| 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 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Principal Office
ONE GREENWICH PLAZASUITE 110
GREENWICH
CT
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 203-302-2500, Fax: None
Chief Compliance Officer
NICHOLAS STIEBER
DIRECTOR, LEGAL & COMPLIANCE
ONE GREENWICH PLAZA
SUITE 110
GREENWICH
CT
United States
Tel:
203-302-2503
N*******@*******************M
(Full email address available in API data)
Regulatory Contact
REGINALD L. JONES, III
MANAGING PARTNER
ONE GREENWICH PLAZA
SUITE 110
GREENWICH
CT
United States
Tel:
203-302-2522
R*****@*******************M
(Full email address available in API data)
Industry Affiliates
| GB KING HOLDINGS GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| GREENBRIAR EQUITY CAPITAL III AIV, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| GREENBRIAR EQUITY CAPITAL III, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| GREENBRIAR EQUITY CAPITAL IV, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| GREENBRIAR EQUITY CAPITAL V, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| GREENBRIAR EQUITY CAPITAL VI, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| GREENBRIAR HOLDINGS III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| GREENBRIAR HOLDINGS IV, LLC | Sponsor, GP, manager of pooled investment vehicles |
| GREENBRIAR HOLDINGS V, LLC | Sponsor, GP, manager of pooled investment vehicles |
| GREENBRIAR HOLDINGS VI, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| GB RW CO-INVEST A, L.P. | Private Equity Fund | $20.1M | $0.0M | 1 |
| GB RW CO-INVEST, L.P. | Private Equity Fund | $69.0M | $0.0M | 6 |
| GREENBRIAR CO-INVESTMENT PARTNERS V, L.P. | Private Equity Fund | $84.0M | $0.0M | 91 |
| GREENBRIAR COINVESTMENT LS II, L.P. | Private Equity Fund | $44.6M | $0.0M | 2 |
| GREENBRIAR COINVESTMENT PARTNERS III, L.P. | Private Equity Fund | $4.1M | $0.0M | 98 |
| GREENBRIAR COINVESTMENT PARTNERS IV L.P. | Private Equity Fund | $75.4M | $0.0M | 89 |
| GREENBRIAR COINVESTMENT PARTNERS VI, LP | Private Equity Fund | $147.7M | $0.0M | 112 |
| GREENBRIAR COINVESTMENT SA, L.P. | Private Equity Fund | $80.9M | $0.0M | 18 |
| GREENBRIAR COINVESTMENT UF-A LP | Private Equity Fund | $358.5M | $0.0M | 15 |
| GREENBRIAR COINVESTMENT UF-B LP | Private Equity Fund | $277.2M | $0.0M | 5 |
| GREENBRIAR COINVESTMENT UF-C LP | Private Equity Fund | $46.2M | $0.0M | 2 |
| GREENBRIAR COINVESTMENT WPS, LP | Private Equity Fund | $201.5M | $0.0M | 23 |
| GREENBRIAR EQUITY FUND III-A, L.P. | Private Equity Fund | $51.6M | $0.0M | 5 |
| GREENBRIAR EQUITY FUND III, L.P. | Private Equity Fund | $183.7M | $0.0M | 43 |
| GREENBRIAR EQUITY FUND IV LP | Private Equity Fund | $507.1M | $0.0M | 27 |
| GREENBRIAR EQUITY FUND IV-A LP | Private Equity Fund | $578.0M | $0.0M | 30 |
| GREENBRIAR EQUITY FUND V, L.P. | Private Equity Fund | $2,059.1M | $0.0M | 104 |
| GREENBRIAR EQUITY FUND VI, L.P. | Private Equity Fund | $3,843.5M | $0.0M | 196 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| JONES, REGINALD, LAMONT | Individual | – | MANAGING PARTNER AND LIMITED PARTNER | 11/1999 | 10-25% |
| BECKMAN, JOEL, SETH | Individual | – | RETIRED PARTNER AND LIMITED PARTNER | 11/1999 | 5-10% |
| RAKER, JILL, CATHERINE | Individual | – | MANAGING PARTNER AND LIMITED PARTNER | 12/2012 | 10-25% |
| ROY, NOAH, CHRISTOPHER | Individual | – | MANAGING PARTNER AND LIMITED PARTNER | 12/2012 | 10-25% |
| BLUEFAM LLP | Domestic Entity | – | LIMITED PARTNER | 12/2012 | 5-10% |
| GREENBRIAR EQUITY GROUP GP, LLC | Domestic Entity | – | GENERAL PARTNER | 04/2018 | < 5% |
| Greenwald, Scott, NMN | Individual | BLUEFAM LLP | GENERAL PARTNER | 02/2018 | |
| WEISS, MICHAEL, ZION | Individual | – | MANAGING PARTNER AND LIMITED PARTER | 01/2021 | 10-25% |
| MCCOMISKEY, NIALL, "NMN" | Individual | – | MANAGING PARTNER AND LIMITED PARTER | 01/2021 | 10-25% |
| Stieber, Nicholas, Patrick | Individual | – | CHIEF COMPLIANCE OFFICER | 12/2021 | < 5% |
| CLARKE, JOHN, P | Individual | – | CHIEF FINANCIAL OFFICER | 12/2021 | < 5% |