Firm profile

GREENSLEDGE ASSET MANAGEMENT LLC

GLASTONBURY, CTCRD 307732Latest ADV April 1, 2026

Greensledge Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Glastonbury, CT. Its latest Form ADV filing, dated April 1, 2026, reports $593M in regulatory assets under management, 11 employees, 3 offices, and 4 accounts.

Assets Under Management
$593M
Employees
11
Offices
3 offices
Total Clients
<5
Primary office
GLASTONBURY, CT
41-B, SUITE 503, NEW LONDON TPKE, GLASTONBURY, CT, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOThomas A. James
CCOStacey J. Gillespie
COOMichelle C. Moore

Advisory services offered

3 types reported
Other advisory services
Portfolio management for businesses
Portfolio management for pooled investment vehicles

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentOther Advisers represent 50.0% of total clients.
Top client categories% of clientsClients
1
Other Advisers
50.0%
2
2
Pooled Investment Vehicles
25.0%
1
3
FAMILY OFFICE
25.0%
1
Categories with <5 clients
Other investment advisers<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$593Mas of April 1, 2026
Discretionary93.2%
$553M
93% of total RAUM93.2%
Non-discretionary6.8%
$40M
7% of total RAUM6.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$593M
Total Accounts4
10Y AUM Change+$593M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees11
Clients per Employee0:1
10Y Employee Change+6 (+120.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.