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GREENLAND CAPITAL MANAGEMENT LP

NEW YORK, NY · CRD 317701 · IAPD ↗ · (212) 390-9577

$2.15BRegulatory AUM
12Advisory reps
26Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — GREENLAND CAPITAL MANAGEMENT LP shrank from 17 to 12 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
April 2026 — GREENLAND CAPITAL MANAGEMENT LP reported RAUM up 43% ($1.50B -> $2.15B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2025 — GREENLAND CAPITAL MANAGEMENT LP shrank from 23 to 17 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
April 2025 — GREENLAND CAPITAL MANAGEMENT LP reported RAUM up 26% ($1.19B -> $1.50B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2024 — GREENLAND CAPITAL MANAGEMENT LP added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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