{
  "crd_number": 325725,
  "slug": "greenskeeper-asset-management-inc-oakville-ontario-325725",
  "primary_business_name": "GREENSKEEPER ASSET MANAGEMENT INC.",
  "legal_name": "GREENSKEEPER ASSET MANAGEMENT INC.",
  "dbas": [
    "GREENSKEEPER ASSET MANAGEMENT"
  ],
  "city": "Oakville, Ontario",
  "state": null,
  "country": "Canada",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-11-21",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-02-09",
  "carried_forward": false,
  "raum_total": 116268818.0,
  "raum_discretionary": 93955198.0,
  "raum_non_discretionary": 22313620.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 7021907.0,
      "count": 37
    },
    "high_net_worth_individuals": {
      "raum": 38917860.0,
      "count": 44
    },
    "pooled_investment_vehicles": {
      "raum": 41041473.0,
      "count": 1
    },
    "corporations_other_businesses": {
      "raum": 29287578.0,
      "count": 12
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "FL",
    "TX"
  ],
  "websites": [
    "https://facebook.com/company/GreensKeeperAssetManagement",
    "https://greenskeeper.ca",
    "https://greenskeeper/substack.com",
    "https://instagram.com/greenskeeperam",
    "https://linkedin.com/company/greenskeeper-am",
    "https://x.com/GreensKeeperAM",
    "https://youtube.com/@greenskeeperassetmanagemen6259"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/325725",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "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?"
    }
  ],
  "city_as_filed": "OAKVILLE, ONTARIO",
  "url": "https://advisorcensus.com/firm/greenskeeper-asset-management-inc-oakville-ontario-325725",
  "display_name": "Greenskeeper Asset Management Inc.",
  "summary": "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.",
  "citation": "AdvisorCensus. Greenskeeper Asset Management Inc. (CRD 325725): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Greenskeeper Asset Management Inc. compensated?",
      "a": "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."
    },
    {
      "q": "How much does Greenskeeper Asset Management Inc. charge?",
      "a": "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."
    },
    {
      "q": "Where is Greenskeeper Asset Management Inc. located?",
      "a": "Greenskeeper Asset Management Inc.'s principal office is in Oakville, Ontario, Canada, according to its Form ADV."
    },
    {
      "q": "Is Greenskeeper Asset Management Inc. registered with the SEC or a state?",
      "a": "Greenskeeper Asset Management Inc. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 325725."
    },
    {
      "q": "How much does Greenskeeper Asset Management Inc. manage?",
      "a": "Greenskeeper Asset Management Inc. reports $116,268,818 in regulatory assets under management in its Form ADV filing dated February 9, 2026 (81% discretionary)."
    },
    {
      "q": "What types of clients does Greenskeeper Asset Management Inc. serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Greenskeeper Asset Management Inc. use?",
      "a": "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."
    },
    {
      "q": "Does Greenskeeper Asset Management Inc. report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Greenskeeper Asset Management Inc.'s recent Form ADV filings?",
      "a": "In the March 2026 filing data: Item 11 disclosure answers changed: 1 yes answer, previously 0 (now yes: 11.D(2))."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Item 11 disclosure answers changed: 1 yes answer, previously 0 (now yes: 11.D(2))."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 9, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $700,000",
        "rate": "1.5%"
      },
      {
        "band": "Above $700,001",
        "rate": "0.75%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $700,000: 1.5% a year",
          "Above $700,001: 0.75% a year"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 700000.0,
          "rate_pct": 1.5
        },
        {
          "min": 700001.0,
          "max": null,
          "rate_pct": 0.75
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Custody and Brokerage",
      "name_as_filed": "CUSTODY AND BROKERAGE",
      "affiliated": false
    },
    {
      "name": "Interactive Brokers LLC",
      "name_as_filed": "INTERACTIVE BROKERS LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/greenskeeper-asset-management-inc-oakville-ontario-325725.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 37,
      "fewer_than_5": false,
      "raum": 7021907.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 44,
      "fewer_than_5": false,
      "raum": 38917860.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 41041473.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 12,
      "fewer_than_5": false,
      "raum": 29287578.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/325725",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}