Greenskeeper Asset Management Inc.
Registered investment adviser · Oakville, Ontario · CRD #325725
Form ADV data as of 2026-09-01Regulatory assets
$116.3 million
Total accounts
179
Employees
4
Disclosure events
1
Firm details
- Website: https://www.greenskeeper.ca
- Telephone: 905-827-1179
- SEC file number: 801-134807
- Most recent Form ADV filing: 2026-02-09
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm reports 1 disclosure question answered Yes, covering 1 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.
- Another regulator found a violation of investment-related regulations or statutes
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $94.0 million |
| Non-discretionary regulatory assets under management | $22.3 million |
| Total regulatory assets under management | $116.3 million |
| Discretionary accounts | 172 |
| Non-discretionary accounts | 7 |
| Total accounts | 179 |
| Regulatory assets under management attributable to non-U.S. persons | $104.1 million |
People
| Total employees (excluding clerical) | 4 |
| Employees performing investment advisory functions (including research) | 2 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 1 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | Yes |
| Has custody of client securities | Yes |
| Client funds and securities held in the firm's custody | $41.0 million |
| Clients for whom the firm has custody | 1 |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 2 |
How the firm is compensated
Advisory services offered
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends brokers or dealers to clients
- Provides employee compensation specifically for obtaining clients
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 37 | $7.0 million |
| High net worth individuals | 44 | $38.9 million |
| Pooled investment vehicles (other than investment companies and BDCs) | 1 | $41.0 million |
| Corporations or other businesses not listed above | 12 | $29.3 million |