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GREENPOINT PARTNERS
Legal name: GREENPOINT GROUP, LP
CRD 310532File 801-128504
APPROVED
Custody
Filing as of Aug 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.35B
Above cohort median (national)
Discretionary AUM
$1.30B
Non-discretionary $48.0M
Clients
9
9 accounts
Employees
10
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Aug 14, 2023
- Principal office
- 1330 AVENUE OF THE AMERICAS, 23RD FLOOR, NEW YORK, NY, 10109
- Phone
- 5163175972
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.35B
- Discretionary AUM
- $1.30B
- Non-discretionary AUM
- $48.0M
- Discretionary accounts
- 8
- Non-discretionary accounts
- 1
- Total accounts
- 9
- AUM per client
- $149.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 9 | $1.35B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — CARRIED INTEREST PAYABLE TO AFFILIATES AND SUB-ADVISORY FEES
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- 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 1, 2026 | Employees | 13 | 10 | decreased by3 |
| Jun 1, 2026 | AUM | $1,351,950,299 | $1,346,770,185 | decreased by$5,180,114 |
| Apr 1, 2026 | Employees | 15 | 13 | decreased by2 |
| Apr 1, 2026 | Clients | 10 | 9 | decreased by1 |
| Apr 1, 2026 | AUM | $982,057,565 | $1,351,950,299 | increased by$369,892,734 |
| Apr 1, 2026 | Accounts | 10 | 9 | decreased by1 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $914,885,468 | $982,057,565 | increased by$67,172,097 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GREENPOINT PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GREENPOINT PARTNERS” 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.