|
⚲
|
| Greenshields Capital LLC
✚
|
|
|---|---|
| CRD # | 284814 |
| SEC # | 801-121739 |
| CIK # | |
| AUM | $192.5 M (2026-03-17) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 310-775-2136 |
| Address | 840 Apollo St El Segundo, CA 90245 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 64 | 40.3 |
| (b) Individuals (high net worth individuals) | 71 | 150.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 5 | 1.8 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 330 | 192.5 |
| By Discretionary | ||
| Discretionary | 330 | 192.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 330 | 192.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 192.5 | |
| Total | 330 | 192.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wickham Financial Group Inc
✚
|
GA | 0.2 |
|
Baybridge Capital Group LLC
✚
|
CA | 0.2 |
|
Tailwinds Wealth LLC
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|
MN | 0.2 |
|
Cadia Private Client LLC
✚
|
NJ | 0.2 |
|
Southern Capital Services Inc
✚
|
AL | 0.2 |
|
Park State Asset Management LLC
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|
MA | 0.2 |
|
Hampton Rock Wealth Management I LLC
✚
|
TX | 0.2 |
|
Vines Capital Management LLC
✚
|
LA | 0.2 |
|
Southport Station Financial Management LLC
✚
|
CT | 0.2 |
|
RFP Financial Group LLC
✚
|
GA | 0.2 |