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 IV AIV, LPPrivate Equity Fund · Last reported Jan 5, 2022$12.3MGross asset value
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 STAMFORD, Connecticut, 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
805-3983558841
Reported beneficial owners
26
Minimum commitment
$0

Form ADV 1585724 · Jan 5, 2022 · 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 III AIV WFCI, L.P.Private Equity Fund · Last reported Jan 5, 2022$9.32MGross asset value
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 STAMFORD, Connecticut, United States
Custodian JP MORGAN CHASE BANK N.A. 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
No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

Fund details & source
Fund ID
805-7121505036
Reported beneficial owners
38
Minimum commitment
$0

Form ADV 1585724 · Jan 5, 2022 · 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 CO-INVESTMENT-AT, LLCPrivate Equity Fund · Last reported Mar 29, 2016$6.14MGross asset value
Fund administrator JP MORGAN PRIVATE EQUITY AND REAL ESTATE SERVICES NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP STAMFORD, Connecticut, United States
Custodian JP MORGAN CHASE BANK N.A. 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
No
Fund details & source
Fund ID
805-7217907358
Reported beneficial owners
3
Minimum commitment
$0

Form ADV 997703 · Mar 29, 2016 · 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 CO-INVESTMENT PARTNERS, L.P.Private Equity Fund · Last reported Mar 29, 2016$4.59MGross asset value
Fund administrator JPMORGAN PRIVATE EQUITY AND REAL ESTATE SERVICES NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP STAMFORD, Connecticut, United States
Custodian JP MORGAN CHASE BANK N.A. 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
No
Fund details & source
Fund ID
805-2207540642
Reported beneficial owners
19
Minimum commitment
$0

Form ADV 997703 · Mar 29, 2016 · 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 III AIV MM LPPrivate Equity Fund · Last reported Jan 5, 2022$3.99MGross asset value
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 STAMFORD, Connecticut, United States
Custodian JP MORGAN CHASE BANK N.A. 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
No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

Fund details & source
Fund ID
805-1069103392
Reported beneficial owners
10
Minimum commitment
$0

Form ADV 1585724 · Jan 5, 2022 · 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 CO-INVESTMENT II, L.P.Private Equity Fund · Last reported Apr 10, 2019$2.67MGross asset value
Fund administrator JP MORGAN PRIVATE EQUITY AND REAL ESTATE SERVICES NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP STAMFORD, Connecticut, United States
Custodian JP MORGAN CHASE BANK N.A. 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
No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

Fund details & source
Fund ID
805-9981963332
Reported beneficial owners
46
Minimum commitment
$0

Form ADV 1307989 · Apr 10, 2019 · 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 III-A AIV WFCI, LP.Private Equity Fund · Last reported Jan 5, 2022$2.62MGross asset value
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 STAMFORD, Connecticut, United States
Custodian JP MORGAN CHASE BANK N.A. 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
No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

Fund details & source
Fund ID
805-4333520025
Reported beneficial owners
3
Minimum commitment
$0

Form ADV 1585724 · Jan 5, 2022 · 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.