Green Horizon Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 282802
- Website
- greenhorizoncapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1
Elizabeth Bannister
Managing PartnerCRD 1033387
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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