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GREENFIELD PARTNERS, LLC

GREENWICH, CT · CRD 155968 · IAPD ↗ · greenfieldpartners.com · 203-354-5000

$128.1MRegulatory AUM
3Advisory reps
7Employees
1Clients
n/aPlanning clients
9Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
April 2026 — GREENFIELD PARTNERS, LLC (GREENWICH, CT) left the SEC roster (was $128.1M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
30
August 2024 — GREENFIELD PARTNERS, LLC moved its main office from STAMFORD, CT to GREENWICH, CT.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
30
April 2024 — GREENFIELD PARTNERS, LLC reported RAUM down 44% ($235.4M -> $132.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.