CRD: 205511
Greenport Capital Advisors
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- VectorPeak
- Established Date
- 05-15-2015
- Office Locations
- 1
Office Locations
About Greenport Capital Advisors
Greenport Capital Advisors is a Marlborough, MA RIA providing investment management and specialized service for families and trustees. The firm emphasizes capital-market research and behavioral coaching, using an asset-allocation approach that leans on ETFs and fixed income, and also offers financial and estate planning support. Custody is through Schwab and the team uses Orion.
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Owner & Executives
MARCUS C GREEN
Chief Compliance Officer, Managing Member, Partner
- CRD
- #5479554
- Ownership
- 50% but less than 75%
Robert Kea
Chief Investment Officer, Managing Member
- CRD
- #6908997
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $119,177,562 | -- |
| Non-Discretionary | $0 | -- |
| Total | $119,177,562 | -- |
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Separately Managed Accounts
Total SMA Asset: $119,177,562
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $74,645,620 | 16.9% |
| Sovereign Bonds | $84,804,492 | 19.2% |
| Corporate - Investment Grade | $48,144,217 | 10.9% |
| Corporate - Non-Investment Grade | $48,144,217 | 10.9% |
| Cash | $92,313,223 | 20.9% |
| Other | $93,638,291 | 21.2% |
| Total | $441,690,060 | 100.0% |