Greenshields Capital LLC

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Assets, Funds, Holdings

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Greenshields Capital LLC
CRD #284814
SEC #801-121739
CIK #
AUM $177.5 M (2025-03-11)
Employees 2 (100% Investors, 0% Brokers)
Phone310-775-2136
Address840 Apollo St
El Segundo, CA 90245
Source [IAPD] [Website] [Facebook]
Total AUM ($M)
180144108723602011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 71 41.2
(b) Individuals (high net worth individuals) 69 134.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 5 1.7
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 350 177.5
By Discretionary
Discretionary 350 177.5
Non-Discretionary 0 0.0
Total 350 177.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 177.5
Total 350 177.5
Comparable Firms State AUM ($B)
Werlinich Asset Management LLC
0.2
Tranquilli Financial Advisor LLC
NJ 0.2
WFA of San Diego LLC
CA 0.2
Bauer Wealth Management Inc
CO 0.2
Santa FE Advisors LLC
NM 0.2
H C Denison Co
WI 0.2
Union Capital Company
AZ 0.2
Sterling Retirement Group of Sacramento Inc
CA 0.2
Torren Management LLC
CA 0.2
Endeavor Advisors LLC
TX 0.2
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