G
CRD: 205511
Greenport Capital Advisors
$119.2M Total AUM
$119.2M Disc. AUM
-- 3Y CAGR
2 Employees
68 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Vector
- Established Date
- 05-15-2015
- Office Locations
- 1
Office Locations
11 Apex Drive Suite 300a #151 Marlborough MA
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.
Team overview
48 AVG AGE
$59.6M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
9.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Element north Ember
Client Personas
Vertex foundation
Custodian
Radial element Ember ridge Quantum momentum Ember signal
Investment Themes
Vertex prime Delta eagle
Investment Vehicles
Bridge
Platform
Atlas
Services
Signal Pioneer insight Pioneer Crest horizon
Technology
Momentum oak
Owner & Executives
M
MARCUS C GREEN
Chief Compliance Officer, PARTNER
- CRD
- #5479554
- Ownership
- 50% but less than 75%
(951) 662-6701
vertex.focus@vertexcapital.com
in linkedin.com/in/beacon-alpha
R
Robert Kea
Chief Investment Officer, PARTNER
- CRD
- #6908997
- Ownership
- 50% but less than 75%
(633) 278-9057
element.frontier@vectorcapital.com
in linkedin.com/in/value-eagle
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Total AUM
Discretionary
Non-Discretionary
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
Equity - Exchange:
16.9% Sovereign Bonds:
19.2% Corporate - Investment Grade:
10.9% Corporate - Non-Investment Grade:
10.9% Cash:
20.9% Other:
21.2% | 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% |