Single Family OfficeRIA · CRD 109243SEC-Registered

Updated:

Edward S. Green & Associates

Edward S. Green & Associates is a family office managed by Edward S. Green, focused on long-term wealth preservation and direct private investments.

Edward S. Green & Associates

EDWARD S. GREEN & ASSOCIATES, LLC is an SEC-registered investment adviser in SYRACUSE, NY. The firm has 1 employee and 1 investment adviser. It is based in SYRACUSE, NY.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Principals

Edward S. Green

Principal

Frequently asked questions

Who makes investment decisions at Edward S. Green & Associates?

Edward S. Green is the named principal of the firm, based on the entity name. No additional investment committee members or advisors are publicly identified.

What investment strategies does the firm pursue?

The firm's specific asset allocation is not disclosed. Based on its family office designation, it likely pursues a diversified strategy including public equities, private equity, real estate, and fixed income, but no public sources confirm this.

Is the firm a single-family office or does it serve multiple families?

The firm's name and structure suggest it is a single-family office dedicated to the Green family. No evidence of multi-family office services has been found.

What is the wealth origin of Edward S. Green?

The wealth origin is not publicly disclosed. No information is available on the industry or source of capital that funded the family office.

Does the firm participate in co-investments or fund commitments?

There is no public record of co-investments or fund commitments by this firm. Given its private nature, it may engage in such activities without disclosure.

How large is the firm's team?

Team size is not disclosed. The limited public presence suggests a small, focused operation typical of single-family offices.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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