Overview
Assets Under Management: $254 million
Headquarters: NIWOT, CO
High-Net-Worth Clients: 45
Average Client Assets: $2.7 million
Frequently Asked Questions
GREEN ALPHA INVESTMENTS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #144413), GREEN ALPHA INVESTMENTS is subject to fiduciary duty under federal law.
GREEN ALPHA INVESTMENTS is headquartered in NIWOT, CO.
GREEN ALPHA INVESTMENTS serves 45 high-net-worth clients according to their SEC filing dated March 19, 2026. View client details ↓
According to their SEC Form ADV, GREEN ALPHA INVESTMENTS offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
GREEN ALPHA INVESTMENTS manages $254 million in client assets according to their SEC filing dated March 19, 2026.
According to their SEC Form ADV, GREEN ALPHA INVESTMENTS serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.12%
Average Client Assets: $2.7 million
Total Client Accounts: 269
Discretionary Accounts: 249
Non-Discretionary Accounts: 20
Regulatory Filings
CRD Number: 144413
Filing ID: 2076269
Last Filing Date: 2026-03-19 10:43:18