Greensledge Asset Management Llc
- Regulatory AUM
- $593M
- Discretionary
- $553M
- Clients
- 4
- Avg AUM / client
- $148M
- Accounts
- 4
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Jun 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $512M | 86.4% |
| Other investment advisers | 2 | $40.3M | 6.8% |
| Other | 1 | $40.1M | 6.76% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $542M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Sumi Us Clo Fund Unit Trust | Other Private Fund | Cayman Islands | $521M | 1 |
| Greensledge Maverick Holdings Lp | Other Private Fund | Delaware | $21.1M | 7 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Matthew P Natcharian | Co Founder/Managing Director | CFA | Sep 2019 (7y) | Less than 5% |
| Yaworsky, Derek, James | Co Founder & Managing Director | Sep 2019 (7y) | Less than 5% | |
| Gillespie, Stacey, Jean | Chief Compliance Officer | Apr 2021 (5y) | Less than 5% | |
| Kane, James, Brassler | Managing Director | Apr 2022 (4y) | Less than 5% | |
| Moore, Michelle, Cao | Chief Operating Officer | Oct 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Greensledge Group Llc | Member | Sep 2019 | A | 75% or more |
| Greensledge Holdings Llc | Member | Sep 2013 | B | ≈ 56.25% – 100% via Greensledge Group Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Greensledge Holdings Llc: 75% – 100% of Greensledge Group Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $542M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Sumi Us Clo Fund Unit Trust | Other Private Fund | $521M | $25.0M | 1 |
| Greensledge Maverick Holdings Lp | Other Private Fund | $21.1M | $0 | 7 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/17/2026 | 2.38 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 17, 2026.
View current Form ADV (SEC/IAPD) ↗