AdvisorCensus / Financial advisors / New York / New York / Greenportfolio Inc.
Greenportfolio Inc. is an SEC-registered investment advisory firm in New York, NY, registered since 2024, with no regulatory assets under management reported in its Form ADV filing dated August 14, 2026.
Quick answers
From the filingHow is Greenportfolio Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Greenportfolio Inc. reports these compensation arrangements: other.
Where is Greenportfolio Inc. located?
Greenportfolio Inc.'s principal office is in New York, NY, according to its Form ADV.
Is Greenportfolio Inc. registered with the SEC or a state?
Greenportfolio Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 330597.
How have Greenportfolio Inc.'s assets and staff changed since 2024?
In the Form ADV data for Greenportfolio Inc.: Total employees: 5 in October 2024 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Greenportfolio Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (325); high net worth individuals (21).
Does Greenportfolio Inc. 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/330597
Does Greenportfolio Inc. state an account minimum?
Its Form ADV Part 2A brochure dated March 27, 2026 says: "There are no minimum investment amounts or conditions required for participating in our climate scoring service and our third-party investment adviser service."
What changed in Greenportfolio Inc.'s recent Form ADV filings?
In the April 2026 filing data: Registered or notice-filed in CT, FL, ME, MI, MN, NM, RI, WI.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
There are no minimum investment amounts or conditions required for participating in our climate scoring service and our third-party investment adviser service.
As stated in the firm's Form ADV Part 2A brochure dated March 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.FNot reported.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Selection of other advisers (including private fund managers)
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 6. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
29 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | Not reported | 6 | August 14, 2026 |
| October 2025 | Not reported | 8 | March 19, 2025 |
| October 2024 | Not reported | 5 | August 1, 2024 |
Total employees: 5 in October 2024 and 6 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Registered or notice-filed in CT, FL, ME, MI, MN, NM, RI, WI.
- December 2025
- Registered or notice-filed in DC, IN, MD, NC, NH, OH, OR, VA.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Greenportfolio Inc. (CRD 330597): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/greenportfolio-inc-new-york-ny-330597