GREEN TUATARA ASSET MANAGEMENT, LLC

Overview

Green Tuatara Asset Management, LLC is an independent, fee-based registered investment adviser focused on serving individual and family clients. The firm offers financial planning and portfolio management for individuals and small businesses, operating under an owner-operated LLC structure. It reports a highly concentrated client base and manages assets exclusively on a non-discretionary basis, which indicates advisory relationships where clients retain final trading authority. Investment activity centers on public mutual funds as the core building blocks of client portfolios, supplemented by allocations to third‑party alternative managers. The firm does not present itself as an ESG‑driven investor, it is not a multi‑state adviser, and it does not act as a capital allocator or pension consultant. Custody and trading are routed through a wirehouse platform, suggesting the firm uses institutional custody and execution arrangements rather than operating its own broker‑dealer or fund platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices