GREEN VISOR CAPITAL

Exempt Reporting AdvisorFINRA MemberEst. 2015
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
282434
Registered since
December 22, 2015

Firm profile

FINTRX

Overview

Green Visor Capital operates as a limited liability company and has been SEC-registered since 2015. The firm’s primary activity is sponsoring and managing pooled investment vehicles: it functions as sponsor, general partner and managing member for its funds rather than operating as a traditional retail advisory business. The firm is not positioned as an active ESG investor and is not registered as a multi-state adviser. Its classification is unclassified and the ownership is listed as individual. Investment activity centers on venture capital fund formation and management. The firm allocates capital through limited partnership-style vehicles, acting as the manager and capital allocator for those pooled funds. Given its role as sponsor and GP, Green Visor Capital’s investment decisions are implemented at the fund level rather than through separate client advisory accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • LOUIS FORSTER

    General PartnerCRD 1736653

  • SIMON YOO

    FounderCRD 2911811

  • JOSEPH SAUNDERS

    ChairmanCRD 6342936

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
733 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth