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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 Aug 17, 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 typeClientsAUM
Pooled investment vehicles9$1.35B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.