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Greentree Capital Management LLC (Fairport)


Greentree Capital Management LLC is a large advisory firm based in Fairport. It manages $58 million of regulatory assets for 98 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.




Greentree Capital Management 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.

Greentree Capital Management: assets under management

The assets under management (AUM) of Greentree Capital Management LLC is $58 million. The firm's AUM has gone down by -26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $57.79 million in discretionary accounts and $212.2 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $595.77 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $212.2 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Greentree Capital Management LLC for their services and products based on a percentage of assets under management and hourly charges. 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.

Based in Fairport

The principal office where Greentree Capital Management LLC performs its advisory services is located at 805 Crosskeys Office Park, Fairport, NY 14450, 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 585-425-5100 or by fax 585-425-8098. The normal business hours are 8:30 - 5:00 on Monday - Friday.


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