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Greenheart Capital Partners LLC (Greenwich)


Greenheart Capital Partners LLC is a large advisory firm based in Greenwich. It manages $154.13 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Connecticut.

Greenheart Capital Partners 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.

Greenheart Capital Partners: assets under management

The assets under management (AUM) of Greenheart Capital Partners LLC is $154.13 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $154.13 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $51.38 million each.
Greenheart Capital Partners has custody of $154.13 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Greenheart Capital Partners LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Matthew Wood Crakes Managing member of crakes management llc 1 Jan 2010 50% - 75% 2075340
Crakes 2010 Family Trust Member of crakes management llc 1 Jan 2010 25% - 50% 99-9999999
Caroline Shen Trustee of crakes 2010 family trust 1 Jan 2010 Other 6030092
Donald Morrison Trustee of crakes 2010 family trust 1 Jan 2010 Other 6032316

Based in Greenwich

The principal office where Greenheart Capital Partners LLC performs its advisory services is located at 55 Railroad Avenue, Greenwich, CT 06830, 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 203.542.2100 or by fax 203.542.2150. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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