GREENBRIDGE INVESTMENT MANAGEMENT, LLC

GREENBRIDGE INVESTMENT MANAGEMENT, LLC of LAKE OSWEGO, OR is an SEC-registered investment adviser (CRD 283473). Regulatory assets under management: $49.9M.

Registration

• CRD: 283473
• Type: Registered investment adviser
• Location: 4248 GALEWOOD STREET, LAKE OSWEGO, OR, 97035
• Phone: 5035059699
• Latest filing: 2026-05-27
• Regulatory AUM: $49.9M
• Discretionary AUM: $49.7M
• Non-discretionary AUM: $190K
• Clients: 2
• Accounts: 21

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 283473 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search