Green Turtle Capital Management, LLC

RIASEC Registered
Total AUM
$16M
Discretionary
$16M
100% of AUM
Avg account
$16M
Accounts
1
Employees
4
Advisory reps
5

Firm details

Headquarters
New Orleans, Louisiana
CRD number
160431
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Green Turtle Capital Management, LLC is a limited liability company that operates as a hedge fund manager serving institutional clients. The firm’s advisory activity is focused on portfolio management for pooled investment vehicles, and it acts in sponsor/GP and managing-member roles for those vehicles. Ownership is held by an individual member, and the firm charges a mix of AUM-based and performance fees. The firm is not positioned as a broad capital allocator; instead it appears to operate around its pooled-product strategy. It is not identified as an active ESG investor and is not listed as a multi-state adviser. Industry affiliations include relationships with a broker-dealer and other investment adviser activities in addition to its sponsor/GP functions.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

1 of 1
  • Brian Marcotte

    Chief Compliance OfficerCRD 1182101

Contacts

3 of 4
  • Mark Gundlach

    MemberCRD 3100859

  • William Womack

    PresidentCRD 734227

  • Joseph Charbonnet

    Institutional Equity SalesCRD 2456551

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New Orleans, LA

Orleans

Location

New Orleans, LA

Headquartered in New Orleans, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.

Metro area
New Orleans-Metairie-Hammond, LA-MS
Region
South
County
Orleans
Address
639 Loyola Ave
Time zone
CT (UTC-6)
Office locations

Similar firms