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GREENPOINT PARTNERS

NEW YORK, NY · CRD 310532 · IAPD ↗ · greenpointpartners.com · 5163175972

$1.35BRegulatory AUM
7Advisory reps
10Employees
0Clients
n/aPlanning clients
9Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
August 2026 — GREENPOINT PARTNERS shrank from 9 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
April 2026 — GREENPOINT PARTNERS crossed $1B in regulatory AUM ($982.1M -> $1.35B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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