Greenport Capital Advisors: new SEC registration, $119M AUM, Marlborough, MA
Greenport Capital Advisors (Marlborough, Massachusetts): new SEC registration, $119M AUM, Marlborough, MA. Its amount of 119 is below the median of 135 (38th percentile). Dated 120 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-11-04, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 119 · 38th percentile of 1,225 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 40 related MA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Greenport Capital Advisors |
| Legal name | Greenport Capital Advisors, LLC |
| CRD | 205511 |
| Status | Approved |
| Registered with the SEC | 2026-07-08 |
| Latest Form ADV filing | 2026-06-10 |
| Location | Marlborough, MA, United States |
| Regulatory AUM | $119,177,562 |
| Accounts | 68 |
| Employees | 2 |
| Website | HTTP://WWW.GREENPORTCA.COM |
| amount percentile | 38th of 1,225 (median 135, 0.9x median) |
| Peer records CSV (41 MA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-07-08
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
Top NewRiaPulse records (MA first): 71 West Capital Partners · Eterna Growth Partners · Bartholomew & Company Wealth Management, LLC · Brookwood Advisors, LLC · Pearson Financial Services · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 04 Nov 2026 21:45:24 GMT
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Peer benchmark and outreach value: Greenport Capital Advisors and 41 Massachusetts peers
- Massachusetts NewRiaPulse records like this one: 41
- Greenport Capital Advisors's amount: 38th percentile of 1,225 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Massachusetts peer: $8,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $119M under management.
- Website on file.
What is the NewRiaPulse record for Greenport Capital Advisors in Marlborough, Massachusetts?
Greenport Capital Advisors received SEC registration as an investment adviser (2026-07-08) with $119,177,562 in regulatory assets under management, based in Marlborough, MA.
How does Greenport Capital Advisors compare to other Massachusetts NewRiaPulse records?
Its amount of 119 is below the median (38th percentile); smaller records often move faster and face less competition. It is 120 days old; check the official source for later updates before acting.
Greenport Capital Advisors vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Greenport Capital Advisors | Marlborough, MA | 119 | 38th | 2026-07-08 |
| Von Haefen Financial Management | 128 | 46th | 2026-10-28 | |
| Retirepath Wealth, LLC | Little Rock, AR | 110 | 24th | 2026-10-20 |
| Round Table Investment Strategies, LLC | Lincoln, NE | 107 | 20th | 2026-10-22 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.