For your reference, we’ve provided the most recent copies of our Privacy Policy, Form ADV Parts 1 and 2, and Form CRS for Greenspring and our Investment Advisers below.

Privacy Policy

Download a pdf of Greenspring’s 2023 Privacy Policy

Form ADV Part One

Download a PDF of Greenspring’s 2023 Form ADV Part 1

Form ADV Part Two

Download a PDF of Greenspring’s 2023 Form ADV Part 2

Form CRS

Download a pdf of Greenspring’s Form CRS


Terms & Conditions

This website is provided as a service of Greenspring Advisors, LLC (“Greenspring”). By accessing Greenspring’s website, you agree to the following terms and conditions:

Registration:

Greenspring is a registered investment adviser with the Securities and Exchange Commission (SEC). Our IARD/CRD Number is 132669.

No Offer:

Nothing on the Greenspring website should be construed as a solicitation, offer, or recommendation, to acquire or dispose of any investment or to engage in any other transaction. Greenspring does not render or offer to render personalized investment advice or financial planning advice through the Greenspring website. Greenspring’s specific advice is given only within the context of our contractual agreements with each client. The Greenspring website is limited to the dissemination of general information about Greenspring’s service offerings and provides an alternative method for prospective clients to learn more about Greenspring and to contact Greenspring. Advice may only be rendered after the delivery of Form ADV Part 2A, the execution of an investment advisory agreement by the client and the advisor, and the client’s initial payment of the investment advisory fee to the advisor.

No Reliance:

While Greenspring uses reasonable efforts to obtain information from sources that it believes to be reliable, Greenspring makes no representation that the information or opinions contained on the Greenspring website are accurate, reliable, or complete. The information and opinions contained in the Greenspring website are provided by Greenspring for personal use and informational purposes only and are subject to change without notice. Nothing contained on the Greenspring website neither constitutes investment, financial, legal, tax, or other advice nor is to be relied on in making an investment or other decision. Greenspring’s specific advice is given only within the context of our contractual agreements with each client.

Awards & Honors:

Greenspring has been nominated and has won several awards.  Greenspring did not make any solicitation payments to any of the award sponsors in order to be nominated or to qualify for the nomination of the award.  The basis for each award presented on this website is provided by accessing the internet link to the award sponsor which is available by the award sponsor’s icon or name shown on the web pages herein.

Linked Websites:

When you access certain links on the Greenspring website you may leave the Greenspring website. Greenspring does not endorse the content of such websites nor the products, services, or other items offered through such websites. Any links to other sites are not intended as referrals or endorsements but are merely provided to the users of the Greenspring website for convenience and informational purposes.

Downloaded Material from Website:

You may download or print out a hard copy of individual pages and/or sections of the Greenspring website, and files made available for download, provided that you do not remove any logos or other proprietary notices. Any downloading or otherwise copying from the Greenspring website will not transfer the title to any software or material to you. You may not reproduce (in whole or in part), transmit (by electronic means or otherwise), modify, link into, or use for a public or commercial purpose the Greenspring website without prior written permission of Greenspring.