Greenberg Healthcare Partners, LLC (New York City)


Greenberg Healthcare Partners, LLC is a large advisory firm based in New York City. It manages $25.9 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of New York.

Greenberg Healthcare Partners provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Greenberg Healthcare Partners: assets under management

The assets under management (AUM) of Greenberg Healthcare Partners, LLC is $25.9 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $25.9 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.95 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Greenberg Healthcare Partners, LLC 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.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Llc Alexa Capital Management General partner/owner of manager 1 Mar 2005 75% - 100% 20-3436354
Mallory Factor Limited partner 1 Apr 2005 50% - 75% 5050657
Doug Murphy Chutorian Limited partner 1 Apr 2005 50% - 75% 5050602

Based in New York City

The principal office where Greenberg Healthcare Partners, LLC performs its advisory services is located at 555 Madison Avenue, 29 Th Floor, New York City, 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 212 350-0000 or by fax 212 350-0001. The normal business hours are 8:00am - 5:00pm on Monday - Friday.