Green Alpha Investments
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Overview
Green Alpha Investments is an advisory company based in Louisville, Colorado. The company has $336.0 million in assets under management over 338 client accounts, placing it in the mid-tier of investment advisory firms in the country by assets under management (AUM). It has a small group, including 3 financial advisors. Green Alpha Investments is not a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer firm to do so. Securities are tradable financial investments like options, equities and bonds.
Green Alpha Investments oversees the majority of the company's accounts on a discretionary basis. Discretionary management means that an investment advisor makes transaction choices for the client's account without needing to seek the client's consent. The firm also manages 25 non-discretionary accounts totaling $96.6 million in AUM. The investment advisory firm's typical account size is $994,221. The average financial advisor at Green Alpha Investments manages about 113 client accounts.
Green Alpha Investments's main office is located at 287 Century Circle, Louisville, Colorado 80027. Green Alpha Investments is registered to provide services to customers throughout a number of states, including California, Colorado, Louisiana, Massachusetts, New York, Oregon, Texas and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Green Alpha Investments by the Numbers
$336.0 million
5
338
$994.2 thousand
Fee Structure
Fees charged by financial advisors largely vary depending on which services are provided. Fees charged by the company typically consist of the following fee structure: asset-based. The company does not provide a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Green Alpha Investments works with a number of different clients. It caters to retail investors, high net worth investors, investment companies, pooled investment vehicles, charitable organizations, other investment advisers and corporations. Out of its 338 customers, Green Alpha Investments's biggest client group is retail investors, but it also caters to 56 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 37.58%
- Other Individuals - 57.05%
- Corporations - 2.68%
- Charitable Organizations - 2.68%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Green Alpha Investments does not have any disclosures.
Please visit its Form ADV for more details.
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