GREEN ALPHA INVESTMENTS

RIASEC RegisteredEst. 2013

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 compact, equity-focused registered investment adviser organized as an LLC and active since 2013. The firm serves both individual and institutional clients, charging clients on a percentage-of-assets model and offering discretionary portfolio management across individuals, pooled vehicles and institutional mandates. Its regulatory filings classify it as unclassified and indicate it does not act as a capital allocator; it is not registered as a multi-state adviser and does not present itself as an active ESG investor. Investment activity centers on exchange-traded equities, with the firm running concentrated equity positions alongside more modest ETF exposure. Advisory services cover separately managed accounts and pooled investment vehicles, suggesting it combines customized client mandates with collective investment strategies. Custody relationships with major national custodians point to a business that supports both high-net-worth individuals and institutional account structures.