Greenbridge Partners LLC
● SEC registered since 2023CRD 304445SEC# 801-127934Lakeland, FL
Reg. AUM
$433.1M
Employees
1
Accounts
733
Location
Lakeland, FL
Greenbridge Partners LLC assets under management
Greenbridge Partners LLC is an investment advisory firm registered with the SEC based in Lakeland, FL. The firm has been registered since 2023. It reports $433.1 million in regulatory assets under management and employs 1 people.
Greenbridge Partners LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jay Laurence Wells Control | Managing Member & Chief Compliance Officer | Over 75% | 2019 |
Frequently asked questions
How much does Greenbridge Partners LLC manage?
Greenbridge Partners LLC reports $433.1 million in regulatory assets under management on its Form ADV.
How many employees does Greenbridge Partners LLC have?
Greenbridge Partners LLC reports 1 employees.
Where is Greenbridge Partners LLC located?
Greenbridge Partners LLC is based in Lakeland, FL and has been SEC-registered since 2023.
Does Greenbridge Partners LLC disclose fund performance?
Greenbridge Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3700 Airfield Dr West, Lakeland, FL 33811 |
| Phone | 863-688-5938 |
| Fax | 863-603-8171 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$433.1M▲ 70%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$433.1Mregulatory AUM
Discretionary $433.1M