Green Street Advisors, LLC is a related adviser based in Newport Beach. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Arizona, California, Colorado, and 25 other states.
Green Street Advisors provides publication of newsletters, security ratings or pricing services, and consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The advisory firm has several streams of revenue. Clients pay Green Street Advisors, LLC for their services and products based on subscription fees and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, insurance companies, investment companies, other investment advisers, banking or thrift institutions, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Craig Arthur Leupold is individuals with 20 clients and $0 of assets under management. Among the 8 most similar advisory firms, Green Street Advisors has the highest percentage of individuals out of all clients.
12% of the firm’s clients are foreign persons or businesses.
Green Street Advisors doesn't advise any private funds.
The company employs 99 people that are either part- or full-time employees. 77 percent of the employees work as investment advisers or researchers. 76 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates 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 Jul 2014. Llc Emerald Aggregator G.P. joined the executive team most recently as the General Partner.
The principal office where Green Street Advisors, 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 South Orange, NJ. 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 7am - 5pm on Monday - Friday. You can find more information about the New York firm at greenstreetadvisors.com.