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GREENPORT CAPITAL ADVISORS
GREENPORT CAPITAL ADVISORS, LLC
CRD 205511 · SEC 801-136466
11 APEX DRIVE, SUITE 300A #151, MARLBOROUGH, MA, 01752, United States
Phone
978-393-3090
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$119.2M
Discretionary AUM
$119.2M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 37 | $12.1M |
| High net worth individuals | 31 | $107.1M |
All web addresses on file
Official SEC filing: View on IAPD