DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Greenbriar Equity Group
Legal name Greenbriar Equity Group, L.P.
Latest filing Mar 24, 2026
First filing on the tape Feb 14, 2012 · 29 filings
SEC status approved since Mar 30, 2012
RAUM
$16B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
37
26 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
21
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$16B as of Mar 24, 2026
Apr 1, 2013$1.5B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 24, 2026
Apr 1, 20130 then
Employees (5.A)37 as of Mar 24, 2026
Apr 1, 201331 then
Private funds21 as of Mar 24, 2026
Apr 1, 201316 then
RAUM +96% over the last fiscal year+25% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 24, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $745MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +96%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $7.2B, 21 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$16B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 21reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $7.2B for 21 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
50 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Greenbriar Equity Fund Vi, L.P. | Private Equity Fund | $3.8B | 196 | Mar 30, 2023 |
| Greenbriar Equity Fund V, L.P. | Private Equity Fund | $2.1B | 104 | Dec 10, 2020 |
| Greenbriar Equity Fund IV-A LP | Private Equity Fund | $578M | 30 | Mar 29, 2018 |
| Greenbriar Equity Fund IV LP | Private Equity Fund | $507M | 27 | Mar 29, 2018 |
| Greenbriar Coinvestment Bdp LPno longer reported | Private Equity Fund | $444M | 18 | Mar 29, 2019 |
| Greenbriar Coinvestment Uf-A LP | Private Equity Fund | $358M | 15 | Mar 31, 2021 |
| Greenbriar Coinvestment Uf-B LP | Private Equity Fund | $277M | 5 | Mar 31, 2021 |
| Greenbriar Coinvestment Wps, LP | Private Equity Fund | $202M | 23 | Mar 28, 2024 |
| Greenbriar Equity Fund III, L.P. | Private Equity Fund | $184M | 43 | Apr 1, 2013 |
| Greenbriar Coinvestment Partners Vi, LP | Private Equity Fund | $148M | 112 | Mar 28, 2024 |
| Greenbriar Equity Fund, L.P.no longer reported | Private Equity Fund | $139M | 72 | Feb 14, 2012 |
| Greenbriar Equity Fund II, L.P.no longer reported | Private Equity Fund | $124M | 58 | Feb 14, 2012 |
| Greenbriar Equity Fund III Aiv Sk Dir LPno longer reported | Private Equity Fund | $99.3M | 32 | Mar 29, 2016 |
| Greenbriar Coinvestment Bdp-A LPno longer reported | Private Equity Fund | $92.8M | 1 | Mar 29, 2019 |
| Greenbriar Co-Investment Partners V, L.P. | Private Equity Fund | $84.0M | 91 | Dec 10, 2020 |
| Greenbriar Coinvestment Sa, L.P. | Private Equity Fund | $80.9M | 18 | Mar 31, 2022 |
| Greenbriar Coinvestment Partners IV L.P. | Private Equity Fund | $75.4M | 89 | Apr 10, 2019 |
| Gb Rw Co-Invest, L.P. | Private Equity Fund | $69.0M | 6 | Mar 30, 2023 |
| Greenbriar Equity Fund III-A, L.P. | Private Equity Fund | $51.6M | 5 | Apr 1, 2013 |
| Greenbriar Coinvestment Uf-C LP | Private Equity Fund | $46.2M | 2 | Mar 31, 2021 |
| Greenbriar Coinvestment Ls II, L.P. | Private Equity Fund | $44.6M | 2 | Mar 31, 2022 |
| Greenbriar Equity Fund II-A, L.P.no longer reported | Private Equity Fund | $41.4M | 3 | Feb 14, 2012 |
| Greenbriar Equity Fund III Aiv Sk Bl LPno longer reported | Private Equity Fund | $38.6M | 9 | Mar 29, 2016 |
| Greenbriar Equity Fund IV-A Aiv LPno longer reported | Private Equity Fund | $29.0M | 12 | Mar 30, 2020 |
| Gb Rw Co-Invest A, L.P. | Private Equity Fund | $20.1M | 1 | Mar 30, 2023 |
| Greenbriar Coinvestment Ls LPno longer reported | Private Equity Fund | $17.9M | 7 | Mar 29, 2018 |
| Greenbriar Equity Fund III Aiv Sk Nv LPno longer reported | Private Equity Fund | $17.6M | 2 | Mar 29, 2016 |
| Greenbriar Equity Fund III Aiv Mm Dir LPno longer reported | Private Equity Fund | $14.1M | 32 | Mar 31, 2017 |
| Greenbriar Equity Fund IV Aiv, LPno longer reported | Private Equity Fund | $12.3M | 26 | Mar 30, 2020 |
| Greenbriar Equity Fund III Aiv Wfci, L.P.no longer reported | Private Equity Fund | $9.3M | 38 | Mar 29, 2016 |
| Greenbriar Co-Investment-At, LLCno longer reported | Private Equity Fund | $6.1M | 3 | Apr 1, 2013 |
| Greenbriar Co-Investment Partners, L.P.no longer reported | Private Equity Fund | $4.6M | 19 | Feb 14, 2012 |
| Greenbriar Coinvestment Partners III, L.P. | Private Equity Fund | $4.1M | 98 | Apr 1, 2013 |
| Greenbriar Equity Fund III Aiv Mm LPno longer reported | Private Equity Fund | $4.0M | 10 | Mar 31, 2017 |
| Greenbriar Co-Investment II, L.P.no longer reported | Private Equity Fund | $2.7M | 46 | Feb 14, 2012 |
| Greenbriar Equity Fund III-A Aiv Wfci, LP.no longer reported | Private Equity Fund | $2.6M | 3 | Mar 29, 2016 |
| Greenbriar Equity Fund III Aiv Mm Nv LPno longer reported | Private Equity Fund | $1.7M | 2 | Mar 31, 2017 |
| Greenbriar Co-Investment-Tp, L.P.no longer reported | Private Equity Fund | $1.6M | 4 | Mar 26, 2014 |
| Greenbriar Equity Fund II Aiv Bl, L.P.no longer reported | Private Equity Fund | $462,724 | 16 | Feb 14, 2012 |
| Greenbriar Equity Fund III Aiv Dir, L.P.no longer reported | Private Equity Fund | $446,173 | 32 | Mar 31, 2015 |
Owners and control persons
Schedule A and B, latest filing
- P John Clarke · Chief Financial Officercontrolsince 12/2021 · owns less than 5%
- Lamont Reginald Jones · Managing Partner And Limited Partnercontrolsince 11/1999 · owns 10% to 25%
- "Nmn" Niall Mccomiskey · Managing Partner And Limited Partercontrolsince 01/2021 · owns 10% to 25%
- Catherine Jill Raker · Managing Partner And Limited Partnercontrolsince 12/2012 · owns 10% to 25%
- Christopher Noah Roy · Managing Partner And Limited Partnercontrolsince 12/2012 · owns 10% to 25%
- Patrick Nicholas Stieber · Chief Compliance Officercontrolsince 12/2021 · owns less than 5%
- Zion Michael Weiss · Managing Partner And Limited Partercontrolsince 01/2021 · owns 10% to 25%
- Nmn Scott Greenwald · General Partnercontrolsince 02/2018 · owns F of Bluefam Llp
- Seth Joel Beckman · Retired Partner And Limited Partnersince 11/1999 · owns 5% to 10%
Entity owners
- Greenbriar Equity Group Gp, LLC · General Partnerdirect · owns less than 5%
- Bluefam Llp · Limited Partnerdirect · owns 5% to 10%
Related persons
Schedule D 7.A
- Gb King Holdings Gp, LLCpooled vehicle sponsorn
- Greenbriar Equity Capital III Aiv, L.P.pooled vehicle sponsorn
- Greenbriar Equity Capital III, L.P.pooled vehicle sponsorn
- Greenbriar Equity Capital IV, L.P.pooled vehicle sponsorn
- Greenbriar Equity Capital V, L.P.pooled vehicle sponsorn
- Greenbriar Equity Capital Vi, L.P.pooled vehicle sponsorn
- Greenbriar Holdings III, LLCpooled vehicle sponsorn
- Greenbriar Holdings IV, LLCpooled vehicle sponsorn
- Greenbriar Holdings V, LLCpooled vehicle sponsorn
- Greenbriar Holdings Vi, LLCpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Mar 24, 2026RAUM (Item 5.F) moved from $8,001,315,970 to $15,652,630,110 (+96.0%) between the annual amendments of 2025-03-25 and 2026-03-24; the peer median change was +13.0% (631 comparable advisers, 95.0th percentile of changes)peers: asset managers, $5B to $20B (631) · 95% percentile
What changed
consecutive filings, newest first
- Accounts · 16 to 21Mar 25, 2025 to Mar 24, 2026
- Advisory employees · 25 to 26Mar 25, 2025 to Mar 24, 2026
- Pooled vehicle clients · 16 to 21Mar 25, 2025 to Mar 24, 2026
- Assets in custody · $5.4B to $7.2BMar 25, 2025 to Mar 24, 2026
- Private funds · 16 to 21Mar 25, 2025 to Mar 24, 2026
- Discretionary RAUM · $8.0B to $16BMar 25, 2025 to Mar 24, 2026
- Pooled vehicle RAUM · $8.0B to $16BMar 25, 2025 to Mar 24, 2026
- RAUM · $8.0B to $16BMar 25, 2025 to Mar 24, 2026
- RAUM · $8.6B to $8.0BMar 28, 2024 to Mar 25, 2025
- Accounts · 18 to 16Mar 28, 2024 to Mar 25, 2025
- Advisory employees · 28 to 25Mar 28, 2024 to Mar 25, 2025
- Pooled vehicle clients · 18 to 16Mar 28, 2024 to Mar 25, 2025
- Assets in custody · $5.3B to $5.4BMar 28, 2024 to Mar 25, 2025
- Employees · 39 to 37Mar 28, 2024 to Mar 25, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 25, 2025
- Private funds · 18 to 16Mar 28, 2024 to Mar 25, 2025
- Discretionary RAUM · $8.6B to $8.0BMar 28, 2024 to Mar 25, 2025
- Pooled vehicle RAUM · $8.6B to $8.0BMar 28, 2024 to Mar 25, 2025
- Accounts · 16 to 18Apr 24, 2023 to Mar 28, 2024
- Advisory employees · 25 to 28Apr 24, 2023 to Mar 28, 2024
- Pooled vehicle clients · 16 to 18Apr 24, 2023 to Mar 28, 2024
- Assets in custody · $4.6B to $5.3BApr 24, 2023 to Mar 28, 2024
- Employees · 38 to 39Apr 24, 2023 to Mar 28, 2024
- Private funds · 16 to 18Apr 24, 2023 to Mar 28, 2024
- Discretionary RAUM · $8.0B to $8.6BApr 24, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $8.0B to $8.6BApr 24, 2023 to Mar 28, 2024
- RAUM · $8.0B to $8.6BApr 24, 2023 to Mar 28, 2024
- Accounts · 17 to 16Jan 3, 2023 to Mar 30, 2023
- Advisory employees · 21 to 25Jan 3, 2023 to Mar 30, 2023
- Pooled vehicle clients · 17 to 16Jan 3, 2023 to Mar 30, 2023
- Assets in custody · $5.3B to $4.6BJan 3, 2023 to Mar 30, 2023
- Employees · 32 to 38Jan 3, 2023 to Mar 30, 2023
- Private funds · 17 to 16Jan 3, 2023 to Mar 30, 2023
- Discretionary RAUM · $7.0B to $8.0BJan 3, 2023 to Mar 30, 2023
- Pooled vehicle RAUM · $7.0B to $8.0BJan 3, 2023 to Mar 30, 2023
- RAUM · $7.0B to $8.0BJan 3, 2023 to Mar 30, 2023
- HQ city · RYE to GREENWICHMar 31, 2022 to Jan 3, 2023
- HQ state · NY to CTMar 31, 2022 to Jan 3, 2023
- Accounts · 29 to 17Jan 5, 2022 to Mar 31, 2022
- Advisory employees · 18 to 21Jan 5, 2022 to Mar 31, 2022
Signals
8 dated events
- Greenbriar Equity Group reported RAUM $15.7B, up 96% from $8.0B (2025-03-25 to 2026-03-24)Mar 24, 2026 · RAUM change · derived
- Greenbriar Equity Group reported RAUM $7.0B, up 83% from $3.8B (2022-01-05 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Patrick Nicholas Stieber (Chief Compliance Officer) appeared on Schedule A of Greenbriar Equity GroupMar 31, 2022 · Control person joined · fact
- P John Clarke (Chief Financial Officer) appeared on Schedule A of Greenbriar Equity GroupMar 31, 2022 · Control person joined · fact
- "Nmn" Nisha Kumar (Chief Compliance Officer And Chief Financial Officer) no longer on Schedule A of Greenbriar Equity Group (listed 2022-01-05, absent 2022-03-31)Mar 31, 2022 · Control person left · inference
- Greenbriar Equity Group reported RAUM $3.6B, up 54% from $2.4B (2020-12-10 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- "Nmn" Gerald Greenwald (Managing Partner And Limited Partner) no longer on Schedule A of Greenbriar Equity Group (listed 2020-03-30, absent 2020-09-02)Sep 2, 2020 · Control person left · inference
- Greenbriar Equity Group reported succeeding to the business of Another Adviser (Form ADV Item 4)May 1, 2018 · Succession (Item 4) · fact
Across DFX
shared identifiers only, never a name match
- Greenbriar Equity Group · Independent Sponsorsshared crd · capital_provider
- Greenbriar Equity Group · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/GREENBRIAR-EQUITY-GROUPreportedpublic record, Form ADV, Sep 17, 2026
- Website
- GREENBRIAR.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 203-302-2500reportedpublic record, Form ADV, Mar 24, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026