# Greenbridge Partners LLC

> Greenbridge Partners LLC is an SEC-registered investment advisory firm in Lakeland, FL, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 304445
- Filed as: GREENBRIDGE PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lakeland, FL
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304445
- AdvisorCensus page: https://advisorcensus.com/firm/greenbridge-partners-llc-lakeland-fl-304445

## Quick answers

**How is Greenbridge Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Greenbridge Partners LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**What does Greenbridge Partners LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 10, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Greenbridge Partners LLC located?**
Greenbridge Partners LLC's principal office is in Lakeland, FL, according to its Form ADV.

**Is Greenbridge Partners LLC registered with the SEC or a state?**
Greenbridge Partners LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 304445.

**How much does Greenbridge Partners LLC manage?**
Greenbridge Partners LLC reports $433,127,053 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary).

**How have Greenbridge Partners LLC's assets and staff changed since 2023?**
In the Form ADV data for Greenbridge Partners LLC: Regulatory assets under management: $115,412,683 in the October 2023 data and $433,127,053 in the October 2026 data, up 275%. Total employees: 1 in October 2023 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Greenbridge Partners LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (541); high net worth individuals (107).

**Which custodians does Greenbridge Partners LLC use?**
Greenbridge Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Greenbridge Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/304445

**What changed in Greenbridge Partners LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $254,813,205 to $433,127,053 (+70%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 10, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> Total Assets Under Management Annual Fees All Assets Up to 2.00%

> GPL uses the value of the account as of the last business day of the billing period, after taking into account deposits and withdrawals, for purposes of determining the market value of the assets upon which the advisory fee is based.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $433,127,053
- Discretionary: $433,127,053
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 541 | $319,438,243 |
| High net worth individuals | 107 | $113,688,810 |
| 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 | 0 | $0 |
| 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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, FL, GA, TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $115,412,683 | 1 | September 18, 2023 |
| October 2024 | $178,734,014 | 1 | June 11, 2024 |
| October 2025 | $254,813,205 | 1 | March 12, 2025 |
| October 2026 | $433,127,053 | 1 | March 10, 2026 |

Regulatory assets under management: $115,412,683 in the October 2023 data and $433,127,053 in the October 2026 data, up 275%.
Total employees: 1 in October 2023 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $254,813,205 to $433,127,053 (+70%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Greenbridge Partners LLC (CRD 304445): Form ADV filing data as of October 2026.