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 manager organized as an LLC that serves institutional clients. The firm is registered with the SEC (registration year listed as 2024) and provides portfolio management for pooled investment vehicles. Its stated fee structure combines a percentage-of-assets charge with performance-based fees. Greenstone does not identify as an active ESG investor and is not described as a multi-state adviser; its regulatory and client profile points to a focused, institutional-oriented alternative manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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