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Greenskeeper Asset Management Inc.

Oakville, Ontario, CanadaSEC-registered investment adviserCRD 325725

Filed as GREENSKEEPER ASSET MANAGEMENT INC.

Greenskeeper Asset Management Inc. is an SEC-registered investment advisory firm in Oakville, Ontario, Canada, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 9, 2026.

0 years
registered since 2025
$116,268,818
assets under management
2 arrangements
Percentage of assets, Performance-based
1
disclosure items (Item 11)

Quick answers

From the filing

How is Greenskeeper Asset Management Inc. compensated?

On its Form ADV (Item 5.E, October 2026), Greenskeeper Asset Management Inc. reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

How much does Greenskeeper Asset Management Inc. charge?

Its Form ADV Part 2A brochure dated February 9, 2026 states: Up to $700,000: 1.5% a year; Above $700,001: 0.75% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

Where is Greenskeeper Asset Management Inc. located?

Greenskeeper Asset Management Inc.'s principal office is in Oakville, Ontario, Canada, according to its Form ADV.

Is Greenskeeper Asset Management Inc. registered with the SEC or a state?

Greenskeeper Asset Management Inc. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 325725.

How much does Greenskeeper Asset Management Inc. manage?

Greenskeeper Asset Management Inc. reports $116,268,818 in regulatory assets under management in its Form ADV filing dated February 9, 2026 (81% discretionary).

What types of clients does Greenskeeper Asset Management Inc. serve?

By number of clients on Form ADV Item 5.D: high net worth individuals (44); individuals (other than high net worth individuals) (37); corporations or other businesses not listed above (12).

Which custodians does Greenskeeper Asset Management Inc. use?

Greenskeeper Asset Management Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Custody and Brokerage and Interactive Brokers LLC as custodians holding 10% or more of its separately managed account assets.

Does Greenskeeper Asset Management Inc. report any disciplinary disclosures?

Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/325725

What changed in Greenskeeper Asset Management Inc.'s recent Form ADV filings?

In the March 2026 filing data: Item 11 disclosure answers changed: 1 yes answer, previously 0 (now yes: 11.D(2)).

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
  • A percentage of assets under your management
  • Performance-based fees

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 2A
AssetsAnnual rate
Up to $700,0001.5%
Above $700,0010.75%
The brochure's wording
Clients with individually managed accounts will generally be charged an annual management fee of 1.50% on the first $700,000 and 0.75% on assets of $700,001 and over of the household’s fee-paying assets under management.

As stated in the firm's Form ADV Part 2A brochure dated February 9, 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.F
$116,268,818

$116,268,818 as of October 2026, filing dated February 9, 2026.

Discretionary: $93,955,198.Non-discretionary: $22,313,620.

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.D
Individuals (other than high net worth individuals)
Clients 37 Assets $7,021,907 (6%)
High net worth individuals
Clients 44 Assets $38,917,860 (33%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 1 Assets $41,041,473 (35%)
Corporations or other businesses not listed above
Clients 12 Assets $29,287,578 (25%)

A 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
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)

Registration and firm details

Items 1, 2, 5
Also doing business as
GREENSKEEPER ASSET MANAGEMENT
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2025 (0 years)
Employees
Total: 4. Performing investment advisory functions: 2.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))
Custody and BrokerageInteractive Brokers LLC

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.

States registered or notice-filed
2 states or jurisdictions
FLTX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

1 Reports 1 disclosure item on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Regulatory matters Items 11.C to 11.G

  • 11.D(2) Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months
  1. March 2026
    • Item 11 disclosure answers changed: 1 yes answer, previously 0 (now yes: 11.D(2)).
  2. December 2025
    • Newly registered with the SEC.

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.I
greenskeeper.cagreenskeeper/substack.com

Source: 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. Greenskeeper Asset Management Inc. (CRD 325725): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/greenskeeper-asset-management-inc-oakville-ontario-325725