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Greenbridge Partners LLC

Greenbridge Partners LLC. CRD 304445

Greenbridge Partners LLC logo

CRD: 304445

Greenbridge Partners LLC

Lakeland, FL, 33811
8636885938
www.greenbridge.lu
$433.1M Total AUM
$433.1M Disc. AUM
-- 3Y CAGR
1 Employees
648 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
CatalystFoundation
Established Date
10-17-2019
Office Locations
1

Office Locations

3700 Airfield DR West Lakeland FL

About Greenbridge Partners LLC

Greenbridge Partners is an investment holding firm backing visionary leaders of generationally disruptive companies. The portfolio spans logistics SaaS (nstech), graph data analytics (Neo4j), GaN power-chip technology (EpinovaTech), AI-driven additive manufacturing for auto/aero (Divergent 3D), enterprise workflow automation AI (Complexio), and biometric authentication (NEXT Biometrics). Holdings report 1,000+ filed patents across the platform.

Team overview

-- AVG AGE
$433.1M AVG AUM / ADVISOR
$668.4K AVG AUM / CLIENT
6.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Horizon beacon Ember capital Beacon North element

Custodian

Foundation horizon Horizon Vector Signal fusion Glacier unison Frontier Unison Ember

Investment Themes

Vector capital Glacier

Investment Vehicles

Element

Services

Element focus Zenith Quantum quantum Bridge pathway Glacier Value element

Technology

Pioneer Vector north

Owner & Executives

J

JAY LAURENCE WELLS

Chief Compliance Officer, Investment Advisor Representative, Managing Member

CRD
#2617589
Ownership
75% or more
(989) 909-4392
frontier.meridian@elementcapital.com
in linkedin.com/in/meridian-vector

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-18-2023
12-20-2024
03-12-2025
03-10-2026
Category Assets AVG. Account size
Discretionary $433,127,053 $590,896
Non-Discretionary $0 --
Total $433,127,053 $590,896

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Separately Managed Accounts

Total SMA Asset: $433,127,053

$433.1M Total SMA
Equity - Exchange:
35.9%
Public Funds:
28.8%
Cash:
35.3%
Asset class Assets Assets %
Equity - Exchange $119,052,355 35.9%
Public Funds $95,507,182 28.8%
Cash $117,062,623 35.3%
Total $331,622,160 100.0%

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