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 09/30/16. The fund's latest filing disclosed 443MM in positions, representing 28% of the manager's regulatory AUM.

GREEN SQUARE CAPITAL StockAlpha

-2.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

GREEN SQUARE CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
HEZU 8.45% ETF 5.16% 0.05% 2 1%
AMLP 4.54% ETF -1.33% -0.25% 0 6%
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FEATURED IN
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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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GREEN SQUARE CAPITAL Portfolio Concentration

GREEN SQUARE CAPITAL Location

6075 POPLAR AVENUE
SUITE 221
MEMPHIS, Tennessee
UNITED STATES, 38119

GREEN SQUARE CAPITAL Contact Information

Phone Number: 901-259-6300
Fax Number: 901-259-6330
Website:

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