GREEN ALPHA ADVISORS, LLC
DBA: GREEN ALPHA INVESTMENTS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $253.9M |
| Discretionary | $208.1M82% of AUM |
| Non-Discretionary | $45.8M |
| Client Accounts | 269 |
| Avg Account Size | $944K |
| Employees | 4 |
| Peak AUM | $744.9MMar 2022 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $254M | +4.0% | 8.3% | 16.7% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $253.9M |
| Discretionary | $208.1M |
| Employees | 4 |
| Client Accounts | 269 |
| Client Range | 0 |
Contact & Location
Address
136 2ND AVENUE
NIWOT CO 80544
Phone
303-993-7856
Filing History
38 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Pooled)Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$208M
82.0% of AUM
Non-Discretionary
$46M
18.0% of AUM
Disc. mix ▲ 6.4pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported