Greenbird Capital
Greenbird Capital is a private, SEC-registered introducing broker-dealer (FINRA/SIPC) that provides accredited investors and institutional clients with single-account access to pre-IPO private equity (via affiliated Fund Series LLCs) and market-linked notes from major issuers, cleared through Axos Clearing.
- Company typePrivate
- Founded2020
- HeadquartersBohemia, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Greenbird Capital does
Greenbird Capital, LLC is a privately held, SEC-registered introducing broker-dealer (FINRA BrokerCheck ID 306692, SIPC member) that serves U.S. accredited investors and institutions from its headquarters at 2500 N Military Trl, Suite 120, Boca Raton, Florida. The firm distributes two core product categories through a single brokerage account: (1) private equity access to pre-IPO companies including Anduril Industries, Shield AI, Saronic, Chaos, and Erebor, structured through an affiliated Fund's Delaware Series LLC vehicle, and (2) market-linked notes issued by major financial institutions such as BNP Paribas, Goldman Sachs, and JPMorgan, offered in Principal Protected, Buffer, and Growth structures. The firm illustrates a target portfolio mix of approximately 63.8% private equity and 36.2% market-linked notes, though allocations vary by client.
The firm is co-founded by Michael Gestone (Series 7, 63 registered representative with 14+ years of securities industry experience, including seven years at National Securities Corporation) and Nikolas Costello (COO and CCO, holding Series 24, 4, and 79 registrations), with Nicholas Kozlowski (Series 7, 63, in the industry since 2022) as a third registered representative, yielding a stated headcount of approximately four people across co-founders and representatives. All trade execution, clearing, and custody are handled by Axos Clearing LLC, a wholly owned subsidiary of Axos Financial (NYSE: AX), on a fully disclosed basis; Greenbird does not hold proprietary trading technology or assets under custody.
Greenbird generates revenue through transaction-based service charges, including processing/handling fees and ticket charges displayed on trade confirmations, with no publicly disclosed fee schedule and no reported revenue, AUA, or transaction volume. Its go-to-market is relationship-led, relying on direct outreach from its registered representatives, website contact forms, and an accredited-investor verification workflow; there is no identified digital marketing or content distribution. The firm is founder-controlled, bootstrapped with no disclosed external funding or institutional ownership, and operates without disclosed patents, awards, M&A activity, leadership transitions beyond the founding team and Kozlowski's onboarding, or regulatory enforcement actions.
Greenbird Capital firmographics
Firmographics- Name
- Greenbird Capital
- Legal name
- Greenbird Capital, LLC
- Website
- https://www.mygreenbird.com/
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Greenbird Capital is a private, SEC-registered introducing broker-dealer (FINRA/SIPC) that provides accredited investors and institutional clients with single-account access to pre-IPO private equity (via affiliated Fund Series LLCs) and market-linked notes from major issuers, cleared through Axos Clearing.
- Ownership category
- akta.pro rank
Greenbird Capital industry classification
Industry- Product category
- Brokerage Services
- NAICS
- Open-End Investment Funds (525910)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Equity Capital Introduction & Prime Services (FSACAFAK)
- akta.pro secondary industry
- Emerging Manager / Seeding Platforms (Multi-Manager) (FSANAGAF)
Keywords
Where Greenbird Capital is headquartered
LocationHeadquarters
- HQ city
- Bohemia
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Greenbird Capital business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Compliance, Technology or R&D, Marketing or Sales
Revenue model
- Securities brokerage services: Transaction-based brokerage services for private equity and market-linked notes. Service charges may be incurred with each transaction, displayed on trade confirmations. A processing and handling fee or ticket charge applies per transaction.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Transaction based/ take rate | Pay-as-you-go | Transaction-based service charges |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels1 record
Greenbird Capital product offering
Product offeringCore offering
Greenbird Capital is a FINRA/SIPC-registered introducing broker-dealer that provides accredited investors access to private equity (pre-IPO companies via an affiliated Fund's Delaware Series LLC structure) and market-linked notes (senior unsecured structured notes issued by major financial institutions such as BNP Paribas, Goldman Sachs, and JPMorgan), all held in a single brokerage account cleared and custodied through Axos Clearing.
Product overview
Greenbird Capital offers a dual-product investment platform combining Private Equity access and Market-Linked Notes within a single brokerage account. Private Equity provides accredited investors exposure to pre-IPO private companies through an affiliated Fund's Delaware Series LLC structure, while Market-Linked Notes offer structured senior unsecured debt products from major financial institutions with returns linked to various underlying assets. The firm maintains a 63.8% / 36.2% illustrative portfolio allocation between these two product categories.
Differentiator
Problem solved
Functional benefit
Products and services
- Private Equity Access to pre-IPO private companies (including names such as Anduril Industries, Shield AI, Saronic, Chaos, and Erebor) through an affiliated Fund's Delaware Series LLC structure. Available to accredited investors only, with positions held alongside public-market holdings in a single brokerage account cleared at Axos Clearing.
- Market-Linked Notes Senior unsecured debt instruments issued by major financial institutions (e.g., BNP Paribas, Goldman Sachs, JPMorgan) whose returns are linked to an underlying asset or index such as equities, commodities, or currencies. Available in structures including Principal Protected, Buffer Notes, and Growth Notes (e.g., 3-year worst-of autocallable), eligible across taxable, IRA, and trust account types. Subject to issuer credit risk and not FDIC-insured.
Companies that use Greenbird Capital
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles2 records
Greenbird Capital technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Greenbird Capital partnerships and signals
Strategic signalScale indicators2 records
Recent moves5 records
Expansion highlights5 records
Greenbird Capital competitors and assessment
Company assessmentDirect peers
- iCapital Network: Leading tech-enabled platform providing financial advisors and their high-net-worth clients access to private equity, private credit, and structured products. Direct competitor to Greenbird in distributing alts to accredited investors.
- Moonfare: Digital private-equity platform enabling qualified individual investors to build diversified PE portfolios via feeder-fund structures. Direct overlap on accredited-only PE access.
- YieldStreet: Alternative-investments platform offering individual accredited investors access to private-market income-generating strategies. Comparable product shelf and customer segment to Greenbird.
- CAIS: Alternative investment platform providing advisors with structured access to hedge funds, private equity, and private credit. Operates in the same alts-to-accredited-investors distribution niche.
- Hiive: Private-market liquidity and curated private-company deal access platform for accredited investors. Competes with Greenbird on private-company secondary and primary offerings.
- EquityMultiple: Crowdfunding platform for accredited investors to access private real-estate debt and equity. Comparable on accredited-investor onboarding and direct-investment model.
Emerging players
- Titan: Digital wealth manager offering themed equity strategies and select alternatives to mass-affluent investors. Overlaps with Greenbird on structured and alternatives access for individual investors, though at a broader audience.
- Masterworks: Platform providing accredited investors fractional access to blue-chip art. Comparable distribution model to accredited investors seeking private-market diversification outside of stocks and bonds.
Broad incumbents
- Charles Schwab: Large, full-service broker-dealer offering brokerage, structured products, and alternative-investment access to retail and accredited clients. Broad-incumbent overlap on brokerage infrastructure and alts distribution.
- Fidelity Investments: Diversified financial-services firm with brokerage, wealth management, and an alts platform (Fidelity Institutional / Fidelity Wealth) serving accredited and institutional clients.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Greenbird Capital social profiles
Digital presenceGreenbird Capital financial estimates
Financial estimateRevenue estimate
Valuation estimate
Greenbird Capital leadership team
Management profileNumber of profiles
Profiles3 records
Greenbird Capital funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Greenbird Capital M&A and investment
M&A and investmentM&A
Investments2 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Greenbird Capital
What does Greenbird Capital do?
Greenbird Capital is a FINRA/SIPC-registered introducing broker-dealer that provides accredited investors access to private equity (pre-IPO companies via an affiliated Fund's Delaware Series LLC structure) and market-linked notes (senior unsecured structured notes issued by major financial institutions such as BNP Paribas, Goldman Sachs, and JPMorgan), all held in a single brokerage account cleared and custodied through Axos Clearing.
Is Greenbird Capital a public or private company?
Greenbird Capital is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Greenbird Capital founded?
Greenbird Capital was founded in 2020. It employs 1 to 10 people.
Where is Greenbird Capital based?
Greenbird Capital is headquartered in Bohemia, United States, in the North America region.
How does Greenbird Capital make money?
One revenue line is on record: securities brokerage services.
Who are Greenbird Capital's main competitors?
Direct peers on record are iCapital Network, Moonfare, YieldStreet, CAIS, Hiive and EquityMultiple. Emerging players are Titan and Masterworks. Broad incumbents are Charles Schwab and Fidelity Investments.
Does Greenbird Capital have an API?
No public API is recorded for Greenbird Capital.
What industry is Greenbird Capital in?
Greenbird Capital's product category is Brokerage Services. Its primary akta.pro industry code is FSACAFAK, Equity Capital Introduction & Prime Services, with a secondary code of FSANAGAF, Emerging Manager / Seeding Platforms (Multi-Manager). Its NAICS code is 525910 and its SIC code is 6282.