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 an LLC that has been registered with the SEC since 2013 and provides discretionary portfolio management across a mix of individual, family and institutional clients. The firm charges fees as a percentage of assets under management and describes its core activity as portfolio management for individuals and small businesses, investment companies, pooled vehicles and other organizations. Green Alpha does not identify as an active ESG investor, is not a multi-state adviser, and is not structured as a capital allocator.