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GREENSHIELDS CAPITAL LLC
CRD 284814 · SEC 801-121739
840 APOLLO ST., SUITE 314, EL SEGUNDO, CA, 90245, United States
Phone
310-775-2136
Fax
(310) 524-9414
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$192.5M
Discretionary AUM
$192.5M
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 64 | $40.3M |
| High net worth individuals | 71 | $150.3M |
| Other investment advisers | 5 | $1.8M |
States served
CA, LA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD