# Greenbridge Investment Management, LLC

> Greenbridge Investment Management, LLC is a state-registered investment advisory firm in Lake Oswego, OR, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 27, 2026.

- CRD: 283473
- Filed as: GREENBRIDGE INVESTMENT MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lake Oswego, OR
- Filing period: October 2026
- Form ADV filing dated: May 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/283473
- AdvisorCensus page: https://advisorcensus.com/firm/greenbridge-investment-management-llc-lake-oswego-or-283473

## Quick answers

**How is Greenbridge Investment Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Greenbridge Investment Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Greenbridge Investment Management, LLC located?**
Greenbridge Investment Management, LLC's principal office is in Lake Oswego, OR, according to its Form ADV.

**Is Greenbridge Investment Management, LLC registered with the SEC or a state?**
Greenbridge Investment Management, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 283473.

**How much does Greenbridge Investment Management, LLC manage?**
Greenbridge Investment Management, LLC reports $49,934,465 in regulatory assets under management in its Form ADV filing dated May 27, 2026 (100% discretionary).

**What types of clients does Greenbridge Investment Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9); high net worth individuals (7); charitable organizations (5).

**Does Greenbridge Investment Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/283473

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $49,934,465
- Discretionary: $49,744,083
- Non-discretionary: $190,382

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $2,929,868 |
| High net worth individuals | 7 | $10,542,727 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 5 | $36,461,870 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2016 (10 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [greenbridgeinvestment.com](https://greenbridgeinvestment.com)
- LinkedIn @greenbridge-investment-management-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Greenbridge Investment Management, LLC (CRD 283473): Form ADV filing data as of October 2026.