{"url":"https://nivawealth.com/firms/greenbriar-equity-group-157475","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/157475","regulatoryAum":15652630110,"crd":"157475","secFileNumber":"801-73925","legalName":"Greenbriar Equity Group, L.P.","displayName":"Greenbriar Equity Group","website":"https://www.greenbriar.com","linkedinUrl":"https://www.linkedin.com/company/greenbriar-equity-group/","founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"One Greenwich Plaza, Suite 110","city":"Greenwich","state":"CT","stateName":"Connecticut","country":"United States","postalCode":"06830"},"tradeNames":[],"registration":{"secApproved":"30 March 2012","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":37,"advisory":26,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":15652630110,"discretionaryAccounts":21,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":21,"regulatoryAum":15652630110}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Greenbriar Equity Group has custody of $7.21B for 21 clients.","otherCustodians":[],"leadership":[{"name":"John Clarke","title":"Chief Financial Officer","crd":"3263780"},{"name":"Nicholas Stieber","title":"Chief Compliance Officer","crd":"7517275"},{"name":"Joel Beckman","title":"Retired Partner and Limited Partner","crd":"1303815"},{"name":"Reginald Jones","title":"Managing Partner and Limited Partner","crd":"1674080"},{"name":"Niall McComiskey","title":"Managing Partner and Limited Parter","crd":"6883010"},{"name":"Jill Raker","title":"Managing Partner and Limited Partner","crd":"2669303"},{"name":"Noah Roy","title":"Managing Partner and Limited Partner","crd":"2912691"},{"name":"Michael Weiss","title":"Managing Partner and Limited Parter","crd":"4567900"}],"ownership":[{"label":"Jill Raker","detail":"Managing partner and limited partner in the 10% to 25% ownership band and a control person, since December 2012."},{"label":"Reginald Jones","detail":"Managing partner and limited partner in the 10% to 25% ownership band and a control person, since November 1999."},{"label":"Joel Beckman","detail":"Retired partner and limited partner in the 5% to 10% ownership band, since November 1999."},{"label":"Noah Roy","detail":"Managing partner and limited partner in the 10% to 25% ownership band and a control person, since December 2012."},{"label":"Bluefam LLP","detail":"Limited partner in the 5% to 10% ownership band, since December 2012."},{"label":"Michael Weiss","detail":"Managing partner and limited parter in the 10% to 25% ownership band and a control person, since January 2021."},{"label":"Niall McComiskey","detail":"Managing partner and limited parter in the 10% to 25% ownership band and a control person, since January 2021."},{"label":"Scott Greenwald","detail":"Indirect owner: general partner of Bluefam LLP and a control person, since February 2018.","parent":"Bluefam LLP"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"Connecticut","offices":1,"addresses":[{"street":"One Greenwich Plaza, Suite 110","city":"Greenwich","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"203-302-2500","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":21},"sources":{"adv1FilingDate":"24 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/157475/PDF/157475.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Greenbriar Equity Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Greenbriar Equity Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Greenbriar Equity Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Greenbriar Equity Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Greenbriar Equity Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}