Private fund adviser · Greenwich, CT
Greenbriar Equity Group
Greenbriar Equity Group, L.P. · SEC-registered investment adviser · CRD 157475 · SEC 801-73925
At a glance
Greenbriar Equity Group is an SEC-registered investment adviser based in Greenwich, Connecticut, with $15.7 billion in regulatory assets under management as of its Form ADV filed March 24, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 442nd of 4,686 private fund advisers and 1,020th of 17,210 SEC-registered advisers by assets.
Main office 203-302-2500greenbriar.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $16B
- Rank among private fund advisers
- #442 of 4,686
- Rank among all SEC RIAs
- #1,020 of 17,210
- Rank in Connecticut
- #43 of 507
- Clients
- 21
- Accounts
- 21
- Discretionary
- 100% of AUM
- Employees
- 37
- Advisory staff
- 26
- Offices
- 1
Owners and executives on its Form ADV
- Jill C. RakerManaging Partner and Limited Partner
- Reginald L. JonesManaging Partner and Limited Partner
- Joel S. BeckmanRetired Partner and Limited Partner
- Noah C. RoyManaging Partner and Limited Partner
- Michael Z. WeissManaging Partner and Limited Parter
- Niall ". McComiskeyManaging Partner and Limited Parter
- Nicholas P. StieberChief Compliance Officer
- John P ClarkeChief Financial Officer
Custody and brokerage
Custodian
Greenbriar Equity Group’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 21 | $16B | 100% |
Private funds
Greenbriar Equity Group reports 21 private funds with $15B in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Greenbriar Equity Group reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗greenbriar.com ↗
AtlasMembers
The full record on Greenbriar Equity Group
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 785 peers of its type and size
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- Owners and executives, with titles and stakes
- 8 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
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Background
Questions
How much does Greenbriar Equity Group manage?
Greenbriar Equity Group reports $15.7 billion in regulatory assets under management across 21 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 24, 2026.
What kind of firm is Greenbriar Equity Group?
Greenbriar Equity Group is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Greenbriar Equity Group’s clients?
By assets, its largest client types are pooled investment vehicles ($15.7 billion, 21 clients).
Does Greenbriar Equity Group manage private funds?
Yes. It reports 21 private funds with $14.9 billion in gross assets, including private equity funds.
Does Greenbriar Equity Group have any disciplinary history?
Greenbriar Equity Group reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Greenbriar Equity Group’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →