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GREENROCK RESEARCH, INC.

Business and Investment Profile

The GREENROCK RESEARCH, INC. is a privately held investment adviser that advises $863.85mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. GREENROCK RESEARCH, INC. is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 1.38% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 17.79 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 444 W. LAKE ST. SUITE 1700, CHICAGO, ILLINOIS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 6 employees comprised of 3 investment and 3 non-investment staff. The total number of Employees decreased by 14.29% over the last 5-years.

Asset Profile

Their $863.85mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 21 other accounts. Assets of Other Investment Advisers clients own $842.4mn or 97.52% of Total Assets and Individuals own $21.45mn or 2.48% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 2 types of clients, top clients are Other Investment Advisers and Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses advisory fees, fixed fees and management fees.

Sub-Advisers

GREENROCK RESEARCH, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: GREENROCK RESEARCH, INC.

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Keywords: Greenrock Research, Greenrock
Generated 2026-09-12T06:49:42.85059.  © 2026 Convergence.