# Greenport Capital Advisors

> Greenport Capital Advisors is an SEC-registered investment advisory firm in Marlborough, MA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 10, 2026.

- CRD: 205511
- Filed as: GREENPORT CAPITAL ADVISORS
- Legal name: Greenport Capital Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Marlborough, MA
- Filing period: October 2026
- Form ADV filing dated: June 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/205511
- AdvisorCensus page: https://advisorcensus.com/firm/greenport-capital-advisors-marlborough-ma-205511

## Quick answers

**How is Greenport Capital Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Greenport Capital Advisors reports these compensation arrangements: a percentage of assets under its management.

**How much does Greenport Capital Advisors charge?**
Its Form ADV Part 2A brochure dated May 12, 2026 states: Up to $3,000,000: 1% a year; $3,000,000 to $8,000,000: 0.75% a year; Above $8,000,000: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Greenport Capital Advisors located?**
Greenport Capital Advisors' principal office is in Marlborough, MA, according to its Form ADV.

**Is Greenport Capital Advisors registered with the SEC or a state?**
Greenport Capital Advisors is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 205511.

**How much does Greenport Capital Advisors manage?**
Greenport Capital Advisors reports $119,177,562 in regulatory assets under management in its Form ADV filing dated June 10, 2026 (100% discretionary).

**What types of clients does Greenport Capital Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (37); high net worth individuals (31).

**Does Greenport Capital Advisors 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/205511

**Does Greenport Capital Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated May 12, 2026 says: "GREENPORT generally requires a minimum relationship size of $1,000,000 of managed assets. We reserve the right to waive the minimum relationship size based upon pre-existing relationships, the ability to reach the minimum within a certain time period, for family members of advisory personnel, or other special circumstances."

**What changed in Greenport Capital Advisors' recent Form ADV filings?**
In the August 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated May 12, 2026)

- Up to $3,000,000: 1% a year
- $3,000,000 to $8,000,000: 0.75% a year
- Above $8,000,000: 0.5% a year

> GREENPORT’s portfolio management fee for our investment management services is based on total managed assets per client, as follows: First $3m in assets: 1.00% Next $5m in assets: 0.75% All additional above $8m in assets: 0.50%

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> GREENPORT generally requires a minimum relationship size of $1,000,000 of managed assets. We reserve the right to waive the minimum relationship size based upon pre-existing relationships, the ability to reach the minimum within a certain time period, for family members of advisory personnel, or other special circumstances.

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

### Regulatory assets under management (Item 5.F)
- Total: $119,177,562
- Discretionary: $119,177,562
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 37 | $12,127,386 |
| High net worth individuals | 31 | $107,050,176 |
| 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: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [greenportca.com](https://greenportca.com)
- [greenportcapitaladvisors.com](https://greenportcapitaladvisors.com)

## Changes in the filing (last 12 months)

### August 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Greenport Capital Advisors (CRD 205511): Form ADV filing data as of October 2026.