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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

GREENSLEDGE ADVISORS LLC

CRD 168990

NEW YORK, NY

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:47fa2313-d897-54cb-8f3f-297100c79eac

Data as of Mar 30, 2016 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Oct 9, 2013 to Mar 30, 2016
6 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $250MItem 5.F on the latest filing (2016-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
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: 0
Employees: 0
Advisory employees: 0
Accounts: 2
SEC number: 801-80062
CRD: 168990
Filings on the tape: 6
First filed: Oct 9, 2013
Latest filed: Mar 30, 2016
Organised: Limited Liability Company, Delaware

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
GOLDWASSER PLUTZIK, LESLEY, DANA	MANAGING DIRECTOR	Na	yes	10/2013	Oct 9, 2013	Mar 30, 2016
GREENSLEDGE HOLDINGS LLC	Member	E	yes	09/2013	Jul 1, 2014	Mar 30, 2016
KANE, JAMES, BRASSLER	MANAGING DIRECTOR	Na	yes	10/2013	Oct 9, 2013	Mar 30, 2016
POWAR, DAVID, ALAN	MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER	Na	yes	10/2013	Oct 9, 2013	Mar 30, 2016
THE GREENSLEDGE GROUP LLC	Member	E	yes	10/2013	Oct 9, 2013	Mar 30, 2016
WORMSER, KENNETH, MARK	MANAGING DIRECTOR	Na	yes	10/2013	Oct 9, 2013	Mar 30, 2016
ZEITLIN, BRIAN, SCOTT	MANAGING DIRECTOR	Na	yes	10/2013	Oct 9, 2013	Mar 30, 2016

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 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

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2015	Mar 30, 2016	$250M	$0	0	0	n/a	n/a	n/a
2014	Mar 19, 2015	$300M	$0	0	0	n/a	n/a	n/a

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
2015	$250M	$300M	-16.7%	n/a	n/a	0	0	n/a	n/a

Relationships

Controls (7)

← GOLDWASSER PLUTZIK, LESLEY, DANAOwnerMANAGING DIRECTOR, ownership code NA, individual
Oct 9, 2013 to presentfactForm ADV
← WORMSER, KENNETH, MARKOwnerMANAGING DIRECTOR, ownership code NA, individual
Oct 9, 2013 to presentfactForm ADV
← KANE, JAMES, BRASSLEROwnerMANAGING DIRECTOR, ownership code NA, individual
Oct 9, 2013 to presentfactForm ADV
← ZEITLIN, BRIAN, SCOTTOwnerMANAGING DIRECTOR, ownership code NA, individual
Oct 9, 2013 to presentfactForm ADV
← POWAR, DAVID, ALANOwnerMANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Oct 9, 2013 to presentfactForm ADV
← GREENSLEDGE HOLDINGS LLCOwnerMEMBER, ownership code E, domestic entity
Jul 1, 2014 to presentfactForm ADV
← THE GREENSLEDGE GROUP LLCOwnerMEMBER, ownership code E, domestic entity
Oct 9, 2013 to presentfactForm ADV

Dated events

Occurred
Oct 9, 2013
First Form ADV filing
Greensledge Asset Management Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:47fa2313-d897-54cb-8f3f-297100c79eac
First observed: Oct 9, 2013
Last observed: Mar 30, 2016 127 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 ADVISORS LLC

CRD 168990

NEW YORK, NY

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:47fa2313-d897-54cb-8f3f-297100c79eac

Data as of Mar 30, 2016 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:05 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GOLDWASSER PLUTZIK, LESLEY, DANA

MANAGING DIRECTOR

yes

10/2013

Oct 9, 2013

Mar 30, 2016

GREENSLEDGE HOLDINGS LLC

Member

yes

09/2013

Jul 1, 2014

Mar 30, 2016

KANE, JAMES, BRASSLER

MANAGING DIRECTOR

yes

10/2013

Oct 9, 2013

Mar 30, 2016

POWAR, DAVID, ALAN

MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER

yes

10/2013

Oct 9, 2013

Mar 30, 2016

THE GREENSLEDGE GROUP LLC

Member

yes

10/2013

Oct 9, 2013

Mar 30, 2016

WORMSER, KENNETH, MARK

MANAGING DIRECTOR

yes

10/2013

Oct 9, 2013

Mar 30, 2016

ZEITLIN, BRIAN, SCOTT

MANAGING DIRECTOR

yes

10/2013

Oct 9, 2013

Mar 30, 2016

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

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

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2015

Mar 30, 2016

$250M

n/a

2014

Mar 19, 2015

$300M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2015

$250M

$300M

-16.7%

n/a