Greenbelt Corp (New York)
Greenbelt Corp is a large advisory firm based in New York. It manages $254 million of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2001.
Greenbelt Corp provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Greenbelt Corp: assets under management
The assets under management (AUM) of Greenbelt Corp is $254 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Greenbelt Corp for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Greenbelt Corp
Alfred Dennis Kingsley has been acting as President since 1 Aug 1994. Gary Kenneth Duberstein joined the executive team most recently as the Vice President.
Direct owners and executive officers
Based in New York
The principal office where Greenbelt Corp performs its advisory services is located at 909 Third Avenue, 30 Th Fl, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-350-5100 or by fax 212-350-5253. The normal business hours are 9:30 a.m. - 6:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.greenway.com.
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