Investment adviser · CRD 147074

DEGREEN CAPITAL MANAGEMENT, LLC

Investment adviser filing (IA)

PHOENIX, AZ, United States · Form ADV filed May 21, 2021

Regulatory AUM
$292M
Form ADV · Item 5.F
Client accounts
276
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
2
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals103$191,600,03965.6%
Individuals172$99,224,79334.0%
Retirement plansFewer than 5$1,062,0840.4%
Filing source

Form ADV 1542353 · May 21, 2021 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

DEGREEN PARTERS LPHedge Fund · Last reported Feb 6, 2014$5.59MGross asset value

Form D fundraising filings

DEGREEN PARTNERS LP

Fund administrator YULISH & ASSOCIATES SAN FRANCISCO, California, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor COHEN FUND AUDIT SERVICES LTD WESTLAKE, Ohio, United States
Custodian MILLENNIUM TRUST CO. LLC OAK BROOK, Illinois, United States Related to adviser: No
Prime broker BTIG, LLC SAN FRANCISCO, California, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BTIG, LLC
CRD 122225 · SEC 8-65473

Fund details & source
Fund ID
805-5717477439
Reported beneficial owners
21
Minimum commitment
$250K
Form D file number
021-179821

Form ADV 784949 · Feb 6, 2014 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: May 21, 2021. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

11240 N TATUM BLVD, SUITE 110
PHOENIX, AZ, 85028, United States

CRD 147074

Filing source

Form ADV 1542353 · May 21, 2021 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.