Green Alpha Investments

RIASEC Registered

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 a domestic limited liability company operating as an institutional registered investment adviser. The firm is SEC-registered (registered in 2013) and serves both individual and family clients as well as institutional accounts. Its advisory work covers portfolio management across individuals/small businesses, investment companies, pooled investment vehicles, and other institutions. The firm charges fees as a percentage of assets under management and is owned by a mix of domestic entities and individuals. Green Alpha does not self-identify as an active ESG investor and is not a multi-state or pension consultant adviser.