GREENSTONE PARTNERS, LLC
Adviser information for GREENSTONE PARTNERS, LLC last updated from Form ADV on March 29th, 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 |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| 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 | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Principal Office
60 EAST SIR FRANCIS DRAKE BOULEVARDSUITE 300
LARKSPUR
CA
United States
Monday - Friday, 9:00 AM -- 5:00 PM
Tel: 760-421-2574, Fax: None
Websites
Chief Compliance Officer
ZACHARY BOTHELIO
CFO
60 EAST SIR FRANCIS DRAKE BOULEVARD
SUITE 300
LARKSPUR
CA
United States
Tel:
760-421-2574
Z********@*********************M
(Full email address available in API data)
Industry Affiliates
| GREENSTONE PARTNERS & CO., LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| GREENSTONE PARTNERS, L.P. | Hedge Fund | $221.5M | $5.0M | 53 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TUSHER, GREGORY, MALCOLM | Individual | – | MANAGER | 05/2005 | > 75% |
| Bothelio, Zachary | Individual | – | CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER | 08/2022 | < 5% |
| THE GREGORY AND VIRGINIA TUSHER TRUST, DATED APRIL 4, 2001 | Domestic Entity | – | MEMBER | 06/2005 | > 75% |
| TUSHER, GREGORY, MALCOLM | Individual | THE GREGORY AND VIRGINIA TUSHER TRUST, DATED APRIL 4, 2001 | TRUSTEE | 04/2001 |
No. Employees, Historic
Holdings
From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ACUITY BRANDS INC | COM | 27M | 110K | – |
| APPFOLIO INC | COM CL A | 28M | 113K | – |
| APPLOVIN CORP | COM CL A | 66M | 797K | – |
| CHARTER COMMUNICATIONS INC | CL A | 13M | 43K | – |
| GUIDEWIRE SOFTWARE INC | COM | 25M | 182K | – |
| MERIDIANLINK INC | COMMON STOCK | 19M | 897K | – |
| PAR TECHNOLOGY CORP | COM | 27M | 570K | – |
| PROCORE TECHNOLOGIES INC | COM | 19M | 283K | – |
| SCHWAB CHARLES CORP | COM | 16M | 219K | – |