⚲
|
Green Alpha Advisors LLC
✚
| |
---|---|
CRD # | 144413 |
SEC # | 801-77535 |
CIK # | 0001439207 |
AUM | $329.9 MM (2024-03-22) |
Employees | 4 (75% Investors, 0% Brokers) |
Phone | 303-993-7856 |
Address | 136 2nd Avenue Niwot, CO 80544 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
---|
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
TSM | 437,370.3 | 5.1 | |
QCOM | 147,392.0 | 3.3 | |
ASML | 197,439.9 | 2.8 | |
LRCX | 60,793.2 | 2.8 | |
AMAT | 82,662.4 | 2.8 | |
HRZN | 279.9 | 2.7 | |
VITL | 346.4 | 2.7 | |
SLG | 3,103.6 | 2.6 | |
BEPC | 6,098.5 | 2.6 | |
IRM | 14,284.0 | 2.3 | |
View All |
Holdings by Sector ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 78 | 13.6 |
(b) Individuals (high net worth individuals) | 40 | 90.4 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 2 | 93.9 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 5 | 6.6 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 22 | 125.5 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 531 | 329.9 |
By Discretionary | ||
Discretionary | 504 | 254.5 |
Non-Discretionary | 27 | 75.4 |
Total | 531 | 329.9 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 329.9 | |
Total | 531 | 329.9 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001439207] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Camarda Financial Advisors LLC
✚
|
FL | 0.3 |
Spielberger & Brooks Inc
✚
|
NY | 0.3 |
Yukon Wealth Management Inc
✚
|
KS | 0.3 |
Santori & Peters Inc
✚
|
PA | 0.3 |
Petix & Botte Company
✚
|
CA | 0.3 |
Womack Wealth Management Inc
✚
|
CA | 0.3 |
Giverny Capital Advisors LLC
✚
|
NJ | 0.3 |
Kimery Wealth Management LLC
✚
|
TN | 0.3 |
Medallion Wealth Advisors LLC
✚
|
CT | 0.3 |
Investment Management Consultants
✚
|
NV | 0.3 |