Greenstone Partners, LLC

RIASEC RegisteredEst. 2024
Total AUM
$499M
Discretionary
$499M
100% of AUM
Avg account
$499M
Accounts
1
Employees
5
Advisory reps
2

Firm details

Headquarters
Larkspur, California
CRD number
136566
Registered since
July 15, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Greenstone Partners, LLC is a hedge fund organized as a limited liability company and registered with the SEC in 2024. The firm serves primarily institutional clients and provides portfolio management for pooled investment vehicles. Its compensation mixes a percentage-of-assets fee with performance-based fees, reflecting a traditional hedge fund incentive structure. Greenstone is not identified as an active ESG investor and is categorized as an “Other Investment Adviser” in industry affiliations. Ownership is listed as a combination of a domestic entity and an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Aileen Kazmierowski

    Chief Financial OfficerCRD 6177949

Contacts

1 of 1
  • Gregory Tusher

    Gregory Tusher

    Founder & Managing PartnerCRD 2627052

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Larkspur, CA

Marin

Location

Larkspur, CA

Headquartered in Larkspur, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Marin
Address
60 E Sir Francis Drake Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth