Investment adviser · CRD 144413
GREEN ALPHA INVESTMENTS
Investment adviser filing (IA)
GREEN ALPHA ADVISORS, LLC
NIWOT, CO, United States · Form ADV filed Jun 18, 2026
- Regulatory AUM
- $254M Form ADV · Item 5.F
- Client accounts
- 269 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 45 | $119,643,645 | 47.1% |
| Other investment advisers | 28 | $65,187,667 | 25.7% |
| Investment companies | 2 | $47,756,635 | 18.8% |
| Individuals | 85 | $13,288,444 | 5.2% |
| Charities | Fewer than 5 | $8,024,642 | 3.2% |
Filing source
Form ADV 2114221 · Jun 18, 2026 · 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
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 18, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
136 2ND AVENUE, UNIT DNIWOT, CO, 80544, United States
CRD 144413
Filing source
Form ADV 2114221 · Jun 18, 2026 · 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.