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⚲
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| Greenstone Partners LLC
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| |
|---|---|
| CRD # | 136566 |
| SEC # | 801-130631 |
| CIK # | 0001845565 |
| AUM | $219.7 MM (2024-06-06) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 415-298-6493 |
| Address | 60 East Sir Francis Drake Boulevard Larkspur, CA 94939 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| APP | 13,704.2 | 66.3 | |
| APPF | 3,249.5 | 27.7 | |
| PAR | 1,028.9 | 26.8 | |
| AYI | 5,337.1 | 26.6 | |
| GWRE | 6,240.1 | 25.1 | |
| MLNK | 1,401.3 | 19.2 | |
| PCOR | 6,417.6 | 18.8 | |
| SCHW | 121,688.8 | 16.1 | |
| CHTR | 93,645.1 | 12.9 | |
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Greenstone Partners LP | [2014-05-15] | 100.8 | 219.7 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 1 | 219.7 |
| (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 | 0 | 0.0 |
| (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 | 1 | 219.7 |
| By Discretionary | ||
| Discretionary | 1 | 219.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 219.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.9 | |
| United States Persons | 217.8 | |
| Total | 1 | 219.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Luke Teeple | 4 | ||
| Gregory Tusher | 4 | ||
| Greenstone Partners LLC | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001845565] |
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