Investment adviser · CRD 157475

GREENBRIAR EQUITY GROUP

Investment adviser filing (IA)

GREENBRIAR EQUITY GROUP, L.P.

GREENWICH, CT, United States · Form ADV filed Mar 24, 2026

Regulatory AUM
$15.7B
Form ADV · Item 5.F
Client accounts
21
Accounts, not individual clients
Employees
37
Reported in this filing
Advisory professionals
26
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles21$15,652,630,110100.0%
Filing source

Form ADV 2068091 · Mar 24, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

50+ Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

Browse the first 49 funds across 7 pages.

GREENBRIAR EQUITY FUND VII, L.P.Private Equity Fund · Last reported Mar 24, 2026$5.32BGross asset value

Form D fundraising filings

Greenbriar Equity Fund VII, L.P.

Fund administrator SS&C PRIVATE EQUITY SERVICE, INC. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP NEW YORK, New York, United States
Custodian BMO HARRIS BANK N.A. CHICAGO, Illinois, United States Related to adviser: No
Marketer EVERCORE GROUP L.L.C. NEW YORK, New York, United States Related to adviser: No
Marketer UBS SWITZERLAND AG ZURICH, Switzerland Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

EVERCORE GROUP L.L.C.
CRD 42405 · SEC 8-49830

Fund details & source
Fund ID
805-2979727287
Reported beneficial owners
265
Minimum commitment
$0
Form D file number
021-566377

Form ADV 2068091 · Mar 24, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

GREENBRIAR EQUITY FUND VI, L.P.Private Equity Fund · Last reported Mar 24, 2026$4.4BGross asset value

Form D fundraising filings

Greenbriar Equity Fund VI, L.P.

Fund administrator SS&C PRIVATE EQUITY SERVICE, INC. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP NEW YORK, New York, United States
Custodian BMO HARRIS BANK N.A. CHICAGO, Illinois, United States Related to adviser: No
Marketer EVERCORE GROUP L.L.C. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

EVERCORE GROUP L.L.C.
CRD 42405 · SEC 8-49830

Fund details & source
Fund ID
805-4280194981
Reported beneficial owners
194
Minimum commitment
$0
Form D file number
021-461768

Form ADV 2068091 · Mar 24, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

GREENBRIAR EQUITY FUND V, L.P.Private Equity Fund · Last reported Mar 24, 2026$2.42BGross asset value

Form D fundraising filings

Greenbriar Equity Fund V, L.P.

Fund administrator SS&C PRIVATE EQUITY SERVICE, INC. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP NEW YORK, New York, United States
Custodian BMO HARRIS BANK N.A. CHICAGO, Illinois, United States Related to adviser: No
Marketer EVERCORE GROUP L.L.C. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

EVERCORE GROUP L.L.C.
CRD 42405 · SEC 8-49830

Fund details & source
Fund ID
805-1532130023
Reported beneficial owners
104
Minimum commitment
$0
Form D file number
021-382682

Form ADV 2068091 · Mar 24, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

GREENBRIAR COINVESTMENT WSA, L.P.Private Equity Fund · Last reported Mar 24, 2026$460MGross asset value

Form D fundraising filings

Greenbriar Coinvestment WSA, L.P.

Fund administrator SS&C PRIVATE EQUITY SERVICE, INC. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PRICEWATEROUSECOOPERS LLP NEW YORK, New York, United States
Custodian BMO HARRIS BANK N.A. CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PRICEWATEROUSECOOPERS LLP
PCAOB 238

Fund details & source
Fund ID
805-8722547474
Reported beneficial owners
49
Minimum commitment
$0
Form D file number
021-546295

Form ADV 2068091 · Mar 24, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

GREENBRIAR COINVESTMENT AIT, L.P.Private Equity Fund · Last reported Mar 24, 2026$414MGross asset value

Form D fundraising filings

Aetheon, Inc.

Fund administrator SS&C PRIVATE EQUITY SERVICE, INC. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PRICEWATEROUSECOOPERS LLP NEW YORK, New York, United States
Custodian BMO HARRIS BANK N.A. CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PRICEWATEROUSECOOPERS LLP
PCAOB 238

Fund details & source
Fund ID
805-1423214940
Reported beneficial owners
27
Minimum commitment
$0
Form D file number
021-577402

Form ADV 2068091 · Mar 24, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

GREENBRIAR EQUITY FUND IV-A LPPrivate Equity Fund · Last reported Mar 24, 2026$319MGross asset value

Form D fundraising filings

Greenbriar Equity Fund IV-A, L.P.

Fund administrator SS&C PRIVATE EQUITY SERVICE, INC. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP NEW YORK, New York, United States
Custodian JP MORGAN CHASE BANK N.A. NEW YORK, New York, United States Related to adviser: No
Marketer LAZARD FRERES & CO. LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

LAZARD FRERES & CO. LLC
CRD 2528 · SEC 8-2595

Fund details & source
Fund ID
805-6453296493
Reported beneficial owners
30
Minimum commitment
$0
Form D file number
021-295950

Form ADV 2068091 · Mar 24, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

GREENBRIAR EQUITY FUND IV LPPrivate Equity Fund · Last reported Mar 24, 2026$279MGross asset value

Form D fundraising filings

Greenbriar Equity Fund IV, L.P.

Fund administrator SS&C PRIVATE EQUITY SERVICE, INC. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP NEW YORK, New York, United States
Custodian JP MORGAN CHASE BANK N.A. NEW YORK, New York, United States Related to adviser: No
Marketer LAZARD FRERES & CO. LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

LAZARD FRERES & CO. LLC
CRD 2528 · SEC 8-2595

Fund details & source
Fund ID
805-7478129683
Reported beneficial owners
28
Minimum commitment
$0
Form D file number
021-295949

Form ADV 2068091 · Mar 24, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 24, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

ONE GREENWICH PLAZA, SUITE 110
GREENWICH, CT, 06830, United States

CRD 157475

Filing source

Form ADV 2068091 · Mar 24, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.