GREENSHIELDS CAPITAL LLC
Adviser information for GREENSHIELDS CAPITAL LLC last updated from Form ADV on February 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | California, United States |
Employees
Total Number of Employees | 2 |
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Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 2 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 351 | $158.2M |
Non-Discretionary | 0 | $0 |
Total | 351 | $158.2M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 78 | $45.3M |
HNW Individuals | 64 | $111.4M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 5 | $1.5M |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
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No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
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Compensation | % of AUMFixed fees |
Identifiers
SEC RIA File Number | 801-121739 |
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SEC ERA File Number | 801-121739 |
SEC CIK Numbers | None |
SEC CRD Numbers | 284814 |
Legal Entity Identifier | None |
Principal Office
840 APOLLO ST.SUITE 314
EL SEGUNDO
CA
United States
Monday - Friday, 7:00 AM - 8:00 PM
Tel: 310-775-2136, Fax: (310) 524-9414
Chief Compliance Officer
BRENT GREENSHIELDS
CHIEF COMPLIANCE OFFICER
840 APOLLO ST.
SUITE 314
EL SEGUNDO
CA
United States
Tel:
310-775-2136
Fax:
(310) 524-9414
B************@**********************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
GREENSHIELDS, BRENT, ALEX | Individual | – | CHIEF COMPLIANCE OFFICER | 10/2016 | < 5% |
GREENSHIELDS, BRENT, ALEX | Individual | THE GREENSHIELDS TRUST | TRUSTEE | 07/2016 | |
THE GREENSHIELDS TRUST | Domestic Entity | – | OWNER | 07/2016 | > 75% |