Private fund adviser · Glastonbury, CT
Greensledge Asset Management LLC
SEC-registered investment adviser · CRD 307732 · SEC 801-125701
At a glance
Greensledge Asset Management LLC is an SEC-registered investment adviser based in Glastonbury, Connecticut, with $593 million in regulatory assets under management as of its Form ADV filed June 17, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 2,835th of 4,686 private fund advisers and 7,140th of 17,210 SEC-registered advisers by assets.
Main office 860-256-4952greensledge.comAs filed on Form ADV
- Regulatory AUM
- $593M
- Rank among private fund advisers
- #2,835 of 4,686
- Rank among all SEC RIAs
- #7,140 of 17,210
- Rank in Connecticut
- #277 of 507
- Clients
- 4
- Accounts
- 4
- Discretionary
- 93% of AUM
- Employees
- 11
- Advisory staff
- 3
- Offices
- 4
Owners and executives on its Form ADV
- Derek J. YaworskyCo-Founder & Managing Director
- James B. KaneManaging Director
- Michelle C. MooreChief Operating Officer
- Henry TranChief Compliance Officer
Custody and brokerage
Custodian
Greensledge Asset Management LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
Greensledge Asset Management LLC is a hybrid RIA: 3 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Carillon Fund Distributors, Inc., Cebile Capital LLP, Greensledge Asia Limited, Greensledge Capital Markets Europe LLP, Greensledge Capital Markets LLC, Raymond James & Associates, Inc., Raymond James Financial Services, Inc., Raymond James Investment Services Limited, Raymond James Limited and Sumridge Partners, LLC.
- Carillon Fund Distributors, Inc. ↗CRD 139749
- Cebile Capital LLP
- Greensledge Asia Limited
- Greensledge Capital Markets Europe LLP
- Greensledge Capital Markets LLC ↗CRD 151026
- Raymond James & Associates, Inc. ↗CRD 705
- Raymond James Financial Services, Inc. ↗CRD 6694
- Raymond James Investment Services Limited
- Raymond James Limited
- Sumridge Partners, LLC ↗CRD 152437
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 1 | $512M | 86% |
| Other investment advisers | 2 | $40M | 7% |
| Other | 1 | $40M | 7% |
Private funds
Greensledge Asset Management LLC reports 1 private funds with $512M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Greensledge Asset Management LLC 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
- Portfolio management for businesses and institutions
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗greensledge.com ↗
AtlasMembers
The full record on Greensledge Asset Management LLC
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, 5 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 2,284 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 3Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Greensledge Asset Management LLC manage?
Greensledge Asset Management LLC reports $593 million in regulatory assets under management across 4 accounts, 93% of it on a discretionary basis, on its Form ADV filed June 17, 2026.
What kind of firm is Greensledge Asset Management LLC?
Greensledge Asset Management LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets. It reports a bank or thrift among its related persons. A public reporting company controls it.
Who are Greensledge Asset Management LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($512 million, 1 clients); other investment advisers ($40 million, 2 clients); other ($40 million, 1 clients).
Does Greensledge Asset Management LLC manage private funds?
Yes. It reports 1 private funds with $512 million in gross assets, including other private funds.
Does Greensledge Asset Management LLC have any disciplinary history?
Greensledge Asset Management LLC 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 Greensledge Asset Management LLC’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 (2026-06-17), 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 →