Green Alpha Investments

RIASEC RegisteredEst. 2013

Total AUM

$254M

Discretionary

$208M

82% of AUM

Avg account

$944K

Accounts

269

Employees

Advisory reps

Firm details

Headquarters: Niwot, Colorado
CRD number: 144413
Registered since: January 15, 2013
Website: greenalphaadvisors.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, CHARLES SCHWAB & CO., INC., BROWN BROTHERS HARRIMAN INVESTMENTS, LLC, GOLDMAN SACHS CUSTODY SOLUTIONS, EQIS CAPITAL MANAGEMENT, INC.
Fee structure: Percentage of AUM
Client types: HNWI47.12%
Other Investment Advisers25.67%
Investment Companies18.81%
Individuals5.23%
Charitable Organizations3.16%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Green Alpha Investments is a privately held LLC that has been registered with the SEC since 2013. The firm serves both individual and family clients alongside institutional mandates, charging fees as a percentage of assets under management. Its stated advisory work covers discretionary portfolio management across individual and small business accounts, investment companies, pooled investment vehicles and institutional or business accounts. The firm does not identify itself as an active ESG investor and is not registered as a multi-state adviser.