GREEN SQUARE CAPITAL Overview
Green Square Capital Llc is an investment advisor that manages 1.6 BN dollars in regulatory AUM and has 22 employees, of which 13 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/01 to 09/30/19. The fund's latest filing disclosed 169MM in positions, representing 11% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/01 to 09/30/19. The fund's latest filing disclosed 169MM in positions, representing 11% of the manager's regulatory AUM.
GREEN SQUARE CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
GREEN SQUARE CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VOO | 7.15% | ETF | 9.56% | 0% | 0 | 9% | ||
| AAPL | 5.15% | Tech | 38.36% | 0.95% | 0 | 41% | ||
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FEATURED IN
GREEN SQUARE CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Darrell L. Horn | Chief Executive Office, Senior Managing Director | September-2001 |
| Steven W. Sansom | Chief Executive Officer, Senior Managing Director | September-2001 |
| James A. West | Chief Investment Officer | June-2006 |
| Richard A. Finch | Chief Compliance Officer | December-2009 |
GREEN SQUARE CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
GREEN SQUARE CAPITAL Investment Strategy
Item 8. Method of Analysis, Investment Strategies and Risk of
Loss
Methods of Analysis and Investment Strategies
Green Square utilizes statistical analysis and proprietary liability planning tools in order to identify what it believes to be a client’s proper position on the risk/return continuum. Discussions with the firm’s clients, families, and advisors provides Green Square with information regarding the client’s current assets, liabilities, income sources, expenditures, and current tax status, and allows Green Square to aid the client in defining their risk tolerance and future income needs. Once this has been determined the firm invests its clients’ capital in the appropriate asset allocation model based upon their individual needs and circumstances. Capital is invested over multiple asset classes with different weightings to achieve the appropriate projected risk and return. Each client’s model is reviewed for rebalancing periodically in an ef...
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Loss
Methods of Analysis and Investment Strategies
Green Square utilizes statistical analysis and proprietary liability planning tools in order to identify what it believes to be a client’s proper position on the risk/return continuum. Discussions with the firm’s clients, families, and advisors provides Green Square with information regarding the client’s current assets, liabilities, income sources, expenditures, and current tax status, and allows Green Square to aid the client in defining their risk tolerance and future income needs. Once this has been determined the firm invests its clients’ capital in the appropriate asset allocation model based upon their individual needs and circumstances. Capital is invested over multiple asset classes with different weightings to achieve the appropriate projected risk and return. Each client’s model is reviewed for rebalancing periodically in an ef...
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GREEN SQUARE CAPITAL Portfolio Concentration
GREEN SQUARE CAPITAL Location
6075 POPLAR AVENUE
SUITE 221
MEMPHIS, Tennessee
UNITED STATES, 38119
SUITE 221
MEMPHIS, Tennessee
UNITED STATES, 38119
GREEN SQUARE CAPITAL Contact Information
Phone Number: 901-259-6300
Fax Number: 901-259-6330
Website: http://www.greensquarecap.com
Fax Number: 901-259-6330
Website: http://www.greensquarecap.com
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