# 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.

- CRD: 325725
- Filed as: GREENSKEEPER ASSET MANAGEMENT INC.
- Also doing business as: GREENSKEEPER ASSET MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Oakville, Ontario, Canada
- Filing period: October 2026
- Form ADV filing dated: February 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325725
- AdvisorCensus page: https://advisorcensus.com/firm/greenskeeper-asset-management-inc-oakville-ontario-325725

## Quick answers

**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

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

### Fees and minimums (Form ADV Part 2A brochure dated February 9, 2026)

- Up to $700,000: 1.5% a year
- Above $700,001: 0.75% a year

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

### Custodians (Schedule D, Section 5.K(3))
- Custody and Brokerage
- Interactive 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.

### Regulatory assets under management (Item 5.F)
- Total: $116,268,818
- Discretionary: $93,955,198
- Non-discretionary: $22,313,620

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 37 | $7,021,907 |
| High net worth individuals | 44 | $38,917,860 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $41,041,473 |
| Corporations or other businesses not listed above | 12 | $29,287,578 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2025 (0 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, TX
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 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. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/325725

### Websites listed on Form ADV (Item 1.I)
- [greenskeeper.ca](https://greenskeeper.ca)
- [greenskeeper/substack.com](https://greenskeeper/substack.com)
- Facebook @GreensKeeperAssetManagement
- Instagram @greenskeeperam
- LinkedIn @greenskeeper-am
- X @GreensKeeperAM
- YouTube @greenskeeperassetmanagemen6259

## Changes in the filing (last 12 months)

### March 2026
- Item 11 disclosure answers changed: 1 yes answer, previously 0 (now yes: 11.D(2)).

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Greenskeeper Asset Management Inc. (CRD 325725): Form ADV filing data as of October 2026.