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.