Green Street Investors, LLC (Newport Beach)
Green Street Investors, LLC is a large advisory firm based in Newport Beach. It manages $187.89 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California and Illinois.
Green Street Investors provides financial planning services and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Green Street Investors: assets under management
The assets under management (AUM) of Green Street Investors, LLC is $187.89 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 94% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Investments
The firm invests in exchange traded securities the most. They account for 97% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 3% of the firm’s portfolio.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Green Street Investors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Craig Arthur Leupold serves?
The only and largest group of clients of Craig Arthur Leupold is pooled investment vehicles with 1 clients and $30.78 million of assets under management. Among the 10 most similar advisory firms, Green Street Investors has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $30.78 million for 1 clients. None of the firm’s clients are foreign persons or businesses.
Green Street Investors also advises several private funds. Namely, one other private fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
Careers at Green Street Investors, LLC
The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Craig Arthur Leupold has been acting as President since 1 Oct 2007. Llc Green Street Intermediate Holdings joined the executive team most recently as the Owner.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 21 indirect owners.Based in Newport Beach
The principal office where Green Street Investors, LLC performs its advisory services is located at 660 Newport Center Drive, Newport Beach, CA 92660, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 949-640-8780 or by fax 949-640-1773. The normal business hours are 7:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at greenstreetinvestors.com.
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