Greenbriar Equity Group, L.P. (Rye)

Name: Greenbriar Equity Group, L.P.
Address: 555 Theodore Fremd Avenue, Rye, NY, 10580
Telephone: 914-925-9600

Greenbriar Equity Group, L.P. is a large advisory firm based in Rye. It manages $2.44 billion of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2018.

Greenbriar Equity Group provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Greenbriar Equity Group: assets under management

The assets under management (AUM) of Greenbriar Equity Group, L.P. is $2.44 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 17% since the beginning of its operation, and $191.86 million of the total AUM is attributable to clients outside of the United States.

The firm manages $2.44 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $93.68 million each.

Greenbriar Equity Group has custody of $1.73 billion in cash and securities for 26 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Greenbriar Equity Group, L.P. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Greenbriar Equity Group serves?

The only and largest group of clients of Greenbriar Equity Group is pooled investment vehicles with 26 clients and $2.44 billion of assets under management. Among the 12 most similar advisory firms, Greenbriar Equity Group has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $2.44 billion for 26 clients. 23% of the firm’s clients are foreign persons or businesses.

Greenbriar Equity Group also advises several private funds. Namely, twenty six private equity funds.

Careers at Greenbriar Equity Group, L.P.

The company employs 30 people that are either part- or full-time employees. 73 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gerald "Nmn" Greenwald	Managing partner and limited partner	1 Nov 1999	Other	2141458
Reginald Lamont Jones	Managing partner and limited partner	1 Nov 1999	25% - 50%	1674080
Joel Seth Beckman	Managing partner and limited partner	1 Nov 1999	Other	1303815
Nisha "Nmn" Kumar	Chief compliance officer and chief financial officer	1 Nov 2011	Other	2506518
John "Nmn" Daileader	Managing partner and limited partner	1 Dec 2012	Other	6179701
Jill Catherine Raker	Managing partner and limited partner	1 Dec 2012	Other	2669303
Noah Christopher Roy	Managing partner and limited partner	1 Dec 2012	Other	2912691
Bluefam Lllp	Limited partner	1 Dec 2012	25% - 50%	46-2255278
Llc Greenbriar Equity Group Gp	General partner	1 Apr 2018	Other	82-5322967

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Scott Nmn Greenwald	Member	1 Feb 2018	Other	6945978
Reginald Lamont Jones	Member	1 Apr 2018	25% - 50%	1674080

Based in Rye

The principal office where Greenbriar Equity Group, L.P. performs its advisory services is located at 555 Theodore Fremd Avenue, Rye, NY 10580, 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 914-925-9600 or by fax 914-925-9332. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at greenbriarequity.com.