9AT: GREENFIELD PARTNERS, LLC

GREENFIELD PARTNERS, LLC

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other names

GREENFIELD PARTNERS, LLC
GREENFIELD ADVISORS, LLC (RELYING ADVISER)
GREENFIELD TEXAS OFFICE, LLC

Adviser Profile

Registration status

Registration Changed to GREENFIELD PARTNERS, LLC

As of Date	03/29/2026
ADV Location	GREENWICH, CT, United States
Adviser Type - Large advisory firm
Number of Employees	7
of those in investment advisory functions	3

AUM^*	128,120,000 0%
of that, discretionary	128,120,000 -1%
Private Fund GAV^*	0 -100%
Avg Account Size	14,235,556 0%
SMA’s	No
Private Funds	0 9
Contact Info	203 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

2B 2B 2B 1B 931M 621M 310M

2015 2016 2017 2018 2019 2020 2021 2022 2023

Discretionary

Non-discretionary

Private Funds

GAV Count

Employees

Brochure Summary

Overview

A. Greenfield Partners, LLC (which is referred to in this brochure as “Greenfield”) was founded in March 1997, and has been in business since then. Greenfield is a private company, organized as a Connecticut limited liability company. The principal owner of Greenfield is Eugene A. Gorab. B. Greenfield’s investment management business is principally in the field of real estate. Greenfield manages equity and debt investments in (1) entities that own and develop land, office properties, industrial properties, rental and for-sale multi-family properties, and other types of real estate, and (2) debt instruments secured by direct or indirect interests in real estate (collectively, "Real Estate Investments"). Greenfield found, investigated, underwrote and executed each investment of the Partnerships (as defined below), which have ceased to make new investments. Greenfield continues to actively manage each investment during the ownership period, and then executes the sale or other disposition of each investment. C. Greenfield tailors its advisory services to the individual needs of its clients,

which are pooled investment vehicles that Greenfield has formed (each, a "Partnership"). Greenfield made, and continues to manage, each investment in accordance with the purposes, terms, restrictions and limitations set forth in the governing documents of each Partnership, consisting principally of the Partnership's limited partnership agreement. Each Partnership's limited partnership agreement contains certain restrictions on the types of investments that such Partnership was permitted to make, including limitations on (1) amounts that may be invested in a single investment or portfolio of related investments, (2) amounts that may be invested in marketable securities, (3) investments that produce certain types of taxable income, (4) foreign investments, (5) investments in derivatives and (6) privately negotiated equity investments in publicly-traded entities. D. Greenfield does not participate in wrap fee programs. E. As of December 31, 2023, Greenfield manages approximately $132,268,000 in client assets on a discretionary basis and $0 in client assets on a non-discretionary basis.