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GREENBACKER CAPITAL MANAGEMENT LLC

PORTLAND, ME · CRD 277101 · IAPD ↗ · 646-556-6611

$3.14BRegulatory AUM
34Advisory reps
128Employees
0Clients
0Planning clients
4Private funds
4States
8Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — GREENBACKER CAPITAL MANAGEMENT LLC shrank from 46 to 34 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
66
April 2025 — GREENBACKER CAPITAL MANAGEMENT LLC grew from 35 to 46 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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