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Greenbriar Equity Group

SEC-registered adviser since 2012Greenwich, CTCRD 157475

21
Clients
26
Advisory staff

From Form ADV filed 24 March 2026 · data retrieved 15 October 2026SEC record

Greenbriar Equity Group is an investment adviser headquartered in Greenwich, Connecticut, and registered with the SEC since 2012. Its clients include pooled investment vehicles.

Its services include portfolio management for pooled vehicles. Fee arrangements include a percentage of assets under management and performance-based fees.

Clients

Greenbriar Equity Group serves 21 clients. The average client has about $745 million with the firm.

Regulatory assets by client type
  • Pooled investment vehicles21 clients100%
Show client breakdown
Pooled investment vehicles
Clients
21
Regulatory AUM
$15,652,630,110
Share
100.0%
Avg. per client
$745.4M

Total

Clients
21
Regulatory AUM
$15,652,630,110
Share
100%
Avg. per client
$745.4M

What it does

Greenbriar Equity Group provides portfolio management for pooled vehicles. It is paid through a percentage of assets and performance-based fees.

Greenbriar Equity Group advises 21 private funds.

100.0% of assets ($15.65B across 21 accounts) are managed with discretion. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

Custodians

Greenbriar Equity Group has custody of $7.21B for 21 clients.

Managed account assets by custodian
  • All other custodians$15.65B100%

Ownership and leadership

Who owns the firm
Greenbriar Equity Group, L.P.· the adviser
  • Jill Raker

    Control person · since December 2012

    Owns 10% to 25% of Greenbriar Equity Group, L.P.
  • Reginald Jones

    Control person · since November 1999

    Owns 10% to 25% of Greenbriar Equity Group, L.P.
  • Noah Roy

    Control person · since December 2012

    Owns 10% to 25% of Greenbriar Equity Group, L.P.
  • Michael Weiss

    Control person · since January 2021

    Owns 10% to 25% of Greenbriar Equity Group, L.P.
  • Niall McComiskey

    Control person · since January 2021

    Owns 10% to 25% of Greenbriar Equity Group, L.P.
  • Joel Beckman

    since November 1999

    Owns 5% to 10% of Greenbriar Equity Group, L.P.
  • Bluefam LLP

    since December 2012

    Owns 5% to 10% of Greenbriar Equity Group, L.P.

Leadership

  • John Clarke
    Chief Financial Officer
  • Nicholas Stieber
    Chief Compliance Officer
  • Joel Beckman
    Retired Partner and Limited Partner
  • Reginald Jones
    Managing Partner and Limited Partner
  • Niall McComiskey
    Managing Partner and Limited Parter
  • Jill Raker
    Managing Partner and Limited Partner
  • Noah Roy
    Managing Partner and Limited Partner
  • Michael Weiss
    Managing Partner and Limited Parter

Staff

  • 37 employees
  • 26 in advisory functions

Fees

Greenbriar Equity Group is paid through a percentage of assets under management and performance-based fees.

Greenbriar Equity Group’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Greenbriar Equity Group has 0 offices, with 1 listed address in 1 state.

Listed office addresses by state

Connecticut · 1 listed address

  • One Greenwich Plaza, Suite 110, GreenwichHQ

Registration details

Legal name
Greenbriar Equity Group, L.P.
Headquarters
One Greenwich Plaza, Suite 110, Greenwich, CT 06830
SEC file
801-73925
Structure
Delaware limited partnership
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Greenbriar Equity Group have?

Greenbriar Equity Group has 21 clients and manages $15.7 billion for them, as of March 2026.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026

What services does Greenbriar Equity Group offer?

Greenbriar Equity Group provides portfolio management for pooled vehicles.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Greenbriar Equity Group have?

Greenbriar Equity Group has 0 investment adviser representatives registered with state securities authorities, out of 37 employees, and 26 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

Who owns Greenbriar Equity Group?

Greenbriar Equity Group’s direct owners are Jill Raker, Reginald Jones, Joel Beckman, Noah Roy, Bluefam LLP, Michael Weiss and Niall McComiskey, each holding 25% or less.

Source: Form ADV Part 1A, Schedules A and B, filed 24 March 2026

How does Greenbriar Equity Group get paid?

Greenbriar Equity Group is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 24 March 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 157475.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Greenbriar Equity Group, L.P. and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.