Greenridge Capital Management LLC (Lincroft)

Greenridge Capital Management LLC is an adviser based in Lincroft. It manages $700 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of New Jersey.

Greenridge Capital Management provides portfolio management for businesses and institutional clients and non-discretionary investment advisory services pertaining to foreign equity strategies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as financial analysis and due diligence services.

Greenridge Capital Management: assets under management

The assets under management (AUM) of Greenridge Capital Management LLC is $700 million. $700 million of the total AUM is attributable to clients outside of the United States.

Investments

The firm invests in exchange traded securities the most. They account for 45% of the total AUM. The second-largest asset type is derivatives, which make up 45% of the firm’s portfolio. Investments in cash and cash equivalents form 10% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Greenridge Capital Management LLC for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Greenridge Capital Management serves?

The only and largest group of clients of Greenridge Capital Management is corporations or other businesses with 1 clients and $700 million of assets under management. Among the 5 most similar advisory firms, Greenridge Capital Management has the highest percentage of corporations or other businesses out of all clients.

The amount of regulatory assets under management is $700 million for 1 clients. 100% of the firm’s clients are foreign persons or businesses.

Greenridge Capital Management doesn't advise any private funds.

Careers at Greenridge Capital Management LLC

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Dino Charles Coppola	Ceo / cco / managing member	1 Mar 2018	75% - 100%	2293092

Based in Lincroft

The principal office where Greenridge Capital Management LLC performs its advisory services is located at 32 Seagull Lane, Lincroft, NJ 07738, 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 732-616-7129. The normal business hours are 9am - 5pm on Monday - Friday.