GREENSTONE PARTNERS, LLC

RIASEC RegisteredEst. 2024
Total AUM
$499M
Discretionary
$499M
100% of AUM
Avg account
$499M
Accounts
1
Employees
5
Advisory reps
2

Firm details

Headquarters
LARKSPUR, California
CRD number
136566
Registered since
July 15, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Greenstone Partners, LLC is a recently registered SEC adviser (2024) organized as an LLC and operating as a hedge fund that serves institutional clients. The firm provides portfolio management for pooled investment vehicles rather than acting as a capital allocator. Its fee schedule combines a percentage-of-assets component with performance-based fees. Regulatory and firm metadata indicate the adviser is not positioned as an ESG-focused manager, does not identify as a multi-state adviser, and is not a pension consultant or related-adviser to another registered firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • AILEEN KAZMIEROWSKI

    Chief Financial OfficerCRD 6177949

Contacts

1 of 1
  • GREGORY TUSHER

    Founder & Managing PartnerCRD 2627052

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

LARKSPUR, CA

MARIN

Location

LARKSPUR, CA

Headquartered in LARKSPUR, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
MARIN
Address
60 E Sir Francis Drake Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth