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Green & Seifter Investment Advisers LLC (Syracuse)


Green & Seifter Investment Advisers LLC is a large advisory firm based in Syracuse. It manages $86.92 million of regulatory assets for 224 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.

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Green & Seifter Investment Advisers provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Green & Seifter Investment Advisers: assets under management

The assets under management (AUM) of Green & Seifter Investment Advisers LLC is $86.92 million. The firm's AUM has grown by 7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $85.68 million in discretionary accounts and $1.24 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $396.67 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $155 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Green & Seifter Investment Advisers LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 10 indirect owners.

Name Entity Date acquired Ownership Employer ID
Laurence Gere Bousquet Manager 1 Apr 2000 Other 4374436
David A. Holstein Manager 1 Apr 2000 Other 4377008
Lowell A. Seifter Manager 1 Apr 2000 Other 4377011
Gary Grossman Manager 1 Apr 2000 50% - 75% 4377245
Steve J. St.Amour Manager 1 Apr 2000 50% - 75% 4378052
Kevin Robert Mcauliffe Manager 1 Jul 2000 Other 4374445
Robert K. Weiler Manager 1 Jul 2000 Other 4378045
Virginia A Hoveman Manager 1 Jul 2006 Other 5273800
Philip Shepard Bousquet Manager 1 Jan 2010 Other 5755288
John Louis Valentino Manager 1 Jan 2010 Other 5755291

Based in Syracuse

The principal office where Green & Seifter Investment Advisers LLC performs its advisory services is located at 110 W. Fayette Street, Syracuse, NY 13202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 315-422-1391 or by fax 315-422-3549. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at greenseifter.com.


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