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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

GREENSLEDGE ASSET MANAGEMENT LLC

CRD 307732

GLASTONBURY, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:27205d3d-e2a3-3347-a8ac-c3c8acc69527

Data as of Jun 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 9
On other graphs: 2
Observed: Jul 20, 2020 to Jun 17, 2026
17 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

Greensledge Asset Management LLC

Family office · shared crd

Independent Sponsorsidentity

Greensledge Asset Management LLC

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=0.93 institutional_share=0.0 related_bd=true related_bank=false bd_reps=3.0
Regulatory AUM: $593MItem 5.F on the latest filing (2026-06-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $553M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $593Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 3
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 4
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $369M
SEC number: 801-125701
CRD: 307732
Filings on the tape: 17
First filed: Jul 20, 2020
Latest filed: Jun 17, 2026
Organised: Limited Liability Company, DE
Website: greensledge.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Matthew P Natcharian	Chartered Financial Analyst	GLASTONBURY, CT	5	31	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
SUMI US CLO FUND UNIT TRUST	Other Private Fund	$521M	Mar 21, 2024	1	Mar 29, 2023	reported	n/a
GREENSLEDGE MAVERICK HOLDINGS LP	Other Private Fund	$21.1M	Mar 21, 2024	7	Dec 9, 2020	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GREENSLEDGE GROUP LLC	Member	E	yes	09/2019	Jul 20, 2020	Mar 21, 2024
GREENSLEDGE HOLDINGS LLC	Member	E	yes	09/2013	Jul 20, 2020	Mar 21, 2024
KANE, JAMES, BRASSLER	MANAGING DIRECTOR	Na	yes	04/2022	Apr 19, 2022	Mar 21, 2024
MOORE, MICHELLE, CAO	CHIEF OPERATING OFFICER	Na	yes	10/2022	Mar 29, 2023	Mar 21, 2024
Natcharian, Matthew, Paul	CO-FOUNDER/MANAGING DIRECTOR	Na	yes	09/2019	Jul 20, 2020	Mar 21, 2024
Yaworsky, Derek, James	CO-FOUNDER & MANAGING DIRECTOR	Na	yes	09/2019	Jul 20, 2020	Mar 21, 2024
GILLESPIE, STACEY, JEAN	CHIEF COMPLIANCE OFFICER	Na	no	04/2021	Apr 19, 2022	Mar 21, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
GREENSLEDGE ADVISORS LLC	n/a	Asset manager	$2.3B	N	yes	n/a
GREENSLEDGE ASIA LIMITED	n/a	n/a	n/a	N	yes	n/a
GREENSLEDGE CAPITAL MARKETS EUROPE LLP	n/a	n/a	n/a	N	yes	n/a
GREENSLEDGE CAPITAL MARKETS LLC	n/a	n/a	n/a	N	yes	n/a
GREENSLEDGE MAVERICK GP LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 3 of 4

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 1, 2026	$593M	$553M	11	3	3	1	n/a
2023	Mar 12, 2024	$590M	$580M	12	4	0	2	$542M
2022	Mar 29, 2023	$561M	$561M	11	4	0	2	$532M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$593M	n/a	n/a	$561M	1.9%	11	n/a	3	n/a

Relationships

Affiliated with (2)

→ GREENSLEDGE ADVISORS LLCRegistered adviserother investment adviser, common control
factForm ADV
← GREENSLEDGE ADVISORS LLCRegistered adviserother investment adviser, common control
factForm ADV

Advises (2)

→ GREENSLEDGE MAVERICK HOLDINGS LPPrivate fundOther Private Fund, IA
Dec 9, 2020 to presentfactForm ADV
→ SUMI US CLO FUND UNIT TRUSTPrivate fundOther Private Fund, IA
Mar 29, 2023 to presentfactForm ADV

Registered with (1)

← Matthew P NatcharianAdvisorregistration: current employment
Dec 14, 2020 to presentfactForm ADV

Controls (5)

← KANE, JAMES, BRASSLEROwnerMANAGING DIRECTOR, ownership code NA, individual
Apr 19, 2022 to Mar 21, 2024factForm ADV
← MOORE, MICHELLE, CAOOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Mar 29, 2023 to Mar 21, 2024factForm ADV
← Yaworsky, Derek, JamesOwnerCO-FOUNDER & MANAGING DIRECTOR, ownership code NA, individual
Jul 20, 2020 to Mar 21, 2024factForm ADV
← Natcharian, Matthew, PaulOwnerCO-FOUNDER/MANAGING DIRECTOR, ownership code NA, individual
Jul 20, 2020 to Mar 21, 2024factForm ADV
← GREENSLEDGE GROUP LLCOwnerMEMBER, ownership code E, domestic entity
Jul 20, 2020 to Mar 21, 2024factForm ADV

Owns (1)

← GILLESPIE, STACEY, JEANOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Apr 19, 2022 to Mar 21, 2024factForm ADV

Dated events

Occurred
Mar 29, 2023
Regulatory AUM changed
Greensledge Asset Management Llc reported RAUM $561.0M, up 274% from $150.0M (2022-10-12 to 2023-03-29)
Form ADVobserved 3 days ago
$411M
Occurred
Mar 29, 2023
Control person joined
Cao Michelle Moore (Chief Operating Officer) appeared on Schedule A of Greensledge Asset Management Llc
Form ADVobserved 3 days ago
Occurred
Mar 29, 2023
Control person left
Mark Kenneth Wormser (Managing Director) no longer on Schedule A of Greensledge Asset Management Llc (listed 2022-10-12, absent 2023-03-29)
Form ADVobserved 3 days ago
Occurred
Mar 29, 2023
Control person left
Dana Lesley Goldwasser Plutzik (Managing Director) no longer on Schedule A of Greensledge Asset Management Llc (listed 2022-10-12, absent 2023-03-29)
Form ADVobserved 3 days ago
Occurred
Mar 29, 2023
Control person left
Scott Brian Zeitlin (Managing Director) no longer on Schedule A of Greensledge Asset Management Llc (listed 2022-10-12, absent 2023-03-29)
Form ADVobserved 3 days ago
Occurred
Apr 19, 2022
Control person joined
Dana Lesley Goldwasser Plutzik (Managing Director) appeared on Schedule A of Greensledge Asset Management Llc
Form ADVobserved 3 days ago
Occurred
Apr 19, 2022
Control person joined
Scott Brian Zeitlin (Managing Director) appeared on Schedule A of Greensledge Asset Management Llc
Form ADVobserved 3 days ago
Occurred
Apr 19, 2022
Control person joined
Brassler James Kane (Managing Director) appeared on Schedule A of Greensledge Asset Management Llc
Form ADVobserved 3 days ago
Occurred
Jul 20, 2020
First Form ADV filing
Greensledge Asset Management Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:27205d3d-e2a3-3347-a8ac-c3c8acc69527
First observed: Jul 20, 2020
Last observed: Jun 17, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GREENSLEDGE ASSET MANAGEMENT LLC

CRD 307732

GLASTONBURY, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:27205d3d-e2a3-3347-a8ac-c3c8acc69527

Data as of Jun 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:50 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Matthew P Natcharian

Chartered Financial Analyst

GLASTONBURY, CT

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

SUMI US CLO FUND UNIT TRUST

Other Private Fund

$521M

Mar 21, 2024

Mar 29, 2023

reported

n/a

GREENSLEDGE MAVERICK HOLDINGS LP

Other Private Fund

$21.1M

Mar 21, 2024

Dec 9, 2020

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GREENSLEDGE GROUP LLC

Member

yes

09/2019

Jul 20, 2020

Mar 21, 2024

GREENSLEDGE HOLDINGS LLC

Member

yes

09/2013

Jul 20, 2020

Mar 21, 2024

KANE, JAMES, BRASSLER

MANAGING DIRECTOR

yes

04/2022

Apr 19, 2022

Mar 21, 2024

MOORE, MICHELLE, CAO

CHIEF OPERATING OFFICER

yes

10/2022

Mar 29, 2023

Mar 21, 2024

Natcharian, Matthew, Paul

CO-FOUNDER/MANAGING DIRECTOR

yes

09/2019

Jul 20, 2020

Mar 21, 2024

Yaworsky, Derek, James

CO-FOUNDER & MANAGING DIRECTOR

yes

09/2019

Jul 20, 2020

Mar 21, 2024

GILLESPIE, STACEY, JEAN

CHIEF COMPLIANCE OFFICER

04/2021

Apr 19, 2022

Mar 21, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

GREENSLEDGE ADVISORS LLC

n/a

Asset manager

$2.3B

yes

n/a

GREENSLEDGE ASIA LIMITED

n/a

yes

n/a

GREENSLEDGE CAPITAL MARKETS EUROPE LLP

n/a

yes

n/a

GREENSLEDGE CAPITAL MARKETS LLC

n/a

yes

n/a

GREENSLEDGE MAVERICK GP LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 1, 2026

$593M

$553M

n/a

2023

Mar 12, 2024

$590M

$580M

$542M

2022

Mar 29, 2023

$561M

$532M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$593M

n/a

$561M

1.9%

n/a