The GREEN SQUARE CAPITAL is a privately held investment adviser that advises $5.26Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. GREEN SQUARE CAPITAL is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 85.04% over the last 5-years.
The Group has been registered with the SEC for 24.95 years and is comprised of 3 filing and 0 relying advisers. They operate out of 4 office locations with their Headquarters at 999 SHADY GROVE RD SOUTH SUITE 106, MEMPHIS, TENNESSEE. The Group has been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.
They have 24 employees comprised of 14 investment and 10 non-investment staff. The total number of Employees decreased by 36.84% over the last 5-years.
Their $5.26Bn in assets advised are owned by 3 private funds, 0 public funds and BDCs and 31 other accounts. Assets of High Net Worth Individuals clients own $3.93Bn or 74.77% of Total Assets and Other Investment Advisers own $1.17Bn or 22.28% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 7 types of clients, top clients are High Net Worth Individuals and Other Investment Advisers.
The Group uses 2 Fund Administrators, 2 Fund Auditors, 1 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
GREEN SQUARE CAPITAL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.