Green Street
Firm details
- Headquarters
- Newport Beach, California
- CRD number
- 172378
- Registered since
- August 27, 2014
- Website
- www.greenstreet.com
- Fee structure
- Fixed Fees, Other
Firm profile
FINTRXOverview
Green Street is organized as a limited liability company and has been SEC-registered since 2014. The firm serves both individual and family clients as well as institutional investors. Ownership is listed as a combination of a domestic entity and an individual. Its fee arrangements are described as fixed fees and other fee types rather than purely asset-based charging. The firm is not identified as an active ESG investor and is not characterized as a multi-state adviser in the snapshot data. It is also noted as not operating as a capital allocator. Green Street is affiliated with the investment-adviser industry under the classification provided as "Other Investment Adviser."
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Robyn Francis
Chief Compliance OfficerCRD 4844221

Jeffry Stuek
Chief Executive OfficerCRD 2608504
Contacts
3 of 14
Michael Barackman
AssociateCRD 6972752

Sage Hale
Senior AssociateCRD 5819473

Roy Jiang
Senior AssociateCRD 7640157
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Newport Beach, CA
Orange
Location
Newport Beach, CA
Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 100 Bayview Cir
- Time zone
- PT (UTC-8)
- Office locations
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