Green Room Partners LLC

Overview

Green Room Partners LLC is a small, client-focused registered investment adviser that centers its portfolio work on individual and family clients. The firm emphasizes equity exposure as its primary allocation preference and describes itself as an active ESG investor, incorporating environmental, social and governance criteria into its selection process. Advisory services include portfolio management for both individuals/small businesses and for business or institutional clients, and the firm uses a mix of fee structures — percentage of assets under management, hourly billing, fixed fees and performance-based arrangements — to accommodate different client needs. Investment activity points to a concentrated, equity-first approach: exchange-traded securities make up the bulk of investable assets, supported by mutual funds where appropriate. The firm is not organized as a multi-state adviser or pension consultant and does not identify as a capital allocator; its business model is oriented around discretionary portfolio management for a small number of higher-balance clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices