Green Horizon Capital Management, LLC

RIASEC Registered
Total AUM
$29M
Discretionary
$29M
100% of AUM
Avg account
$1.7M
Accounts
17
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
282802
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Green Horizon Capital Management, LLC is a small, privately owned RIA that provides discretionary portfolio management to individuals and small businesses. The firm charges fees as a percentage of assets under management and concentrates its portfolios on equity exposure. It does not identify as an active ESG investor and is not registered as a multi-state adviser. Business activity is focused on managing individual and family wealth through equity-driven strategies, implemented primarily in separate managed accounts.

Assets & Accounts

Public Holdings

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • Elizabeth Bannister

    Elizabeth Bannister

    Managing PartnerCRD 1033387

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth