Green Street Investors, LLC (Newport Beach)

Name: Green Street Investors, LLC
Address: 660 Newport Center Drive, Newport Beach, CA, 92660
Telephone: 949-640-8780

Green Street Investors, LLC is a large advisory firm based in Newport Beach. It manages $187.89 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California and Illinois.

Green Street Investors provides financial planning services and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Green Street Investors: assets under management

The assets under management (AUM) of Green Street Investors, LLC is $187.89 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 94% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $187.89 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $93.95 million each.

Investments

The firm invests in exchange traded securities the most. They account for 97% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 3% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Green Street Investors, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Craig Arthur Leupold serves?

The only and largest group of clients of Craig Arthur Leupold is pooled investment vehicles with 1 clients and $30.78 million of assets under management. Among the 10 most similar advisory firms, Green Street Investors has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $30.78 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Green Street Investors also advises several private funds. Namely, one other private fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Green Street Investors, LLC

The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Craig Arthur Leupold has been acting as President since 1 Oct 2007. Llc Green Street Intermediate Holdings joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Joseph Lutzius	Principla/president/executive representative	1 Mar 1992	Other	2278709
Scott Warner Griswold	Chief compliance officer	1 Aug 2004	Other	2784020
Inc. Green Street Advisors	Owner	1 Mar 2005	75% - 100%	28937
Scott Warner Griswold	Chief compliance officer	1 Mar 2005	Other	2784020
Nicole Anne Meyer	Portfolio manager	1 Apr 2006	Other	4991398
Nicole Anne Joseph	Portfolio manager	1 Apr 2006	Other	4991398
Inc. Green Street Holdings	Owner	1 May 2006	75% - 100%	56-2585928
Craig Arthur Leupold	President	1 Oct 2007	Other	2487095
Julia Spiker Pence	Portfolio manager	1 Oct 2011	Other	5903146
Llc Green Street Advisors	Owner	1 Dec 2014	75% - 100%	172378
Robyn Ann Francis	Chief compliance officer	1 Oct 2015	Other	4844221
Llc Green Street Intermediate Holdings	Managing member	1 Jan 2017	75% - 100%	47-2041696
Nicholas Donald Tannura	Managing director	1 Mar 2017	Other	2103134

Indirect Owners

The SEC currently registers 21 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Llc Makena Capital Management	General partner	1 Jun 2007	Other	156855
Ltd. Ggc Opportunity Fund Management Gp	General partner	1 Jul 2007	Other	98-0546997
L.P. Ggc Opportunity Fund Management	Limited partner	1 Jul 2007	Other	98-0546996
L.P. (Foreign) Golden Gate Capital Opportunity Fund A	Owner	1 Jul 2007	75% - 100%	98-0546999
L.P. Makena Capital Holdings M	Limited partner	1 Sep 2007	25% - 50%	26-0322677
Llc Green Street Parent	Owner	1 Dec 2014	75% - 100%	47-2030809
L.P. Ggcof Gs Splitter	Owner	1 Dec 2014	50% - 75%	47-2340779
L.P. Golden Gate Capital Opportunity Fund	Owner	1 Dec 2014	25% - 50%	98-0546998
Inc. Green Street Holdings	Owner	1 Dec 2014	25% - 50%	56-2585928
Llc Green Street Intermediate Holdings	Owner	1 Dec 2014	75% - 100%	47-2041696
Llc Gsh Investor	Owner	1 Dec 2014	50% - 75%	47-1225082
Llc Green Street Topco	Owner	1 Dec 2014	75% - 100%	36-4795382
Llc Ggcof Gs Blocker	Ggcof gs blocker, llc is a limited partner of ggcof gs splitter, l.p.	1 Dec 2014	50% - 75%	47-1968408
L.P. Ggcof Aiv	Ggcof aiv, l.p. is a limited partner of ggcof gs splitter, l.p.	1 Dec 2014	25% - 50%	47-2191177
Llc Green Street Intermediate Holdings	Owner	1 Aug 2019	75% - 100%	47-2041696
Llc Ggcof Gs Blocker	Member	1 Aug 2019	50% - 75%	47-1968408
Llc Emerald Aggregator G.P.	General partner	1 Aug 2019	Other	84-1960355
L.P. Emerald Aggregator	Shareholder	1 Aug 2019	75% - 100%	84-1973449
Inc. Emerald Midco	Shareholder	1 Aug 2019	75% - 100%	84-2053721
Inc. Emerald Purchaser	Member	1 Aug 2019	75% - 100%	84-1938361
Lp Wcas Xiii	Member	1 Aug 2019	75% - 100%	83-1251526

Based in Newport Beach

The principal office where Green Street Investors, LLC performs its advisory services is located at 660 Newport Center Drive, Newport Beach, CA 92660, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949-640-8780 or by fax 949-640-1773. The normal business hours are 7:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at greenstreetinvestors.com.