Green Alpha Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Green Alpha Advisors LLC
CRD #144413
SEC #801-77535
CIK #0001439207
AUM $329.9 MM (2024-03-22)
Employees 4 (75% Investors, 0% Brokers)
Phone303-993-7856
Address136 2nd Avenue
Niwot, CO 80544
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
80064048032016002007201320192025
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 ($MM)
4503602701809002020202120232025
AUM Breakdown Accounts AUM ($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
Terms | Privacy | Guide
tony@aum13f.com