Investment adviser · CRD 285467
GREEN SQUARE CAPITAL ADVISORS
Investment adviser filing (IA)
GREEN SQUARE BOSTON, LLC
· Form ADV filed Oct 21, 2019
- Regulatory AUM
- $501M Form ADV · Item 5.F
- Client accounts
- 55 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 2 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 |
|---|---|---|---|
| Pooled investment vehicles | 2 | $174,294,312 | 34.8% |
| High-net-worth individuals | 53 | $173,283,763 | 34.6% |
| Investment companies | 1 | $153,681,903 | 30.7% |
Filing source
Form ADV 1351822 · Oct 21, 2019 · 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: Oct 21, 2019. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management
Compensation
Percentage of assets
Principal office
CRD 285467
Filing source
Form ADV 1351822 · Oct 21, 2019 · 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.