# 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.

- CRD: 330597
- Filed as: GREENPORTFOLIO INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: August 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/330597
- AdvisorCensus page: https://advisorcensus.com/firm/greenportfolio-inc-new-york-ny-330597

## Quick answers

**How 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

### Compensation (Item 5.E)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: None

> 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 brochure. Fees can differ by service and may be negotiable.

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 325 | $0 |
| High net worth individuals | 21 | $0 |
| 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 |

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 6 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, CA, CO, CT, DC, FL, IL, IN, LA, MA, MD, ME, MI, MN, NC, NE, NH, NJ, NM, NY, OH, OR, PA, RI, TN, TX, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [bsky.app/profile/greenportfolio.bsky.social](https://bsky.app/profile/greenportfolio.bsky.social)
- [greenportfolio.com](https://greenportfolio.com)
- [mygreenportfolio.com](https://mygreenportfolio.com)
- [substack.com/@greenportfolio](https://substack.com/@greenportfolio)
- Instagram @greenportfolio_
- LinkedIn @greenportfol-io
- X @GreenPortfolio_
- YouTube @GreenPortfolio

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | Not reported | 5 | August 1, 2024 |
| October 2025 | Not reported | 8 | March 19, 2025 |
| October 2026 | Not reported | 6 | August 14, 2026 |

Total employees: 5 in October 2024 and 6 in October 2026.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Greenportfolio Inc. (CRD 330597): Form ADV filing data as of October 2026.