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GREENSLEDGE ASSET MANAGEMENT LLC
CRD 307732File 801-125701
APPROVED
Custody
Filing as of Jun 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$592.8M
Above cohort median (national)
Discretionary AUM
$552.5M
Non-discretionary $40.3M
Clients
3
4 accounts
Employees
11
Below cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- May 19, 2022
- Principal office
- 41-B, SUITE 503, NEW LONDON TPKE, GLASTONBURY, CT, 06033
- Phone
- 860-256-4952
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $592.8M
- Discretionary AUM
- $552.5M
- Non-discretionary AUM
- $40.3M
- Discretionary accounts
- 2
- Non-discretionary accounts
- 2
- Total accounts
- 4
- AUM per client
- $197.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | Fewer than 5 | $40.3M |
| Pooled investment vehicles | 1 | $512.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 4 | 3 | decreased by1 |
| Apr 1, 2026 | AUM | $606,000,000 | $592,815,523 | decreased by$13,184,477 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 11 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2 | 4 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $150,000,000 | $606,000,000 | increased by$456,000,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2 | 4 | increased by2 |
| Jun 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GREENSLEDGE ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GREENSLEDGE ASSET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.