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GREENSLEDGE ASSET MANAGEMENT LLC
CRD 307732File 801-125701
APPROVED
Custody
Filing as of Jun 17, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 4 | 3 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.