Green Street Investors is a fund manager in Newport Beach with $169.82 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
611488738
SEC advisor number
801-66702
FINRA CRD number
135143
AUM ?
$169.82 mm
(as of 24 Apr 23)
Accounts
4
(as of 24 Apr 23)
Employees
4
(3 investment advisory or research)
Address
Green Street Investors
660 NEWPORT CENTER DRIVE, SUITE 800
NEWPORT BEACH
CA 92660
660 NEWPORT CENTER DRIVE, SUITE 800
NEWPORT BEACH
CA 92660
Office hours
Monday - Friday, 7:00AM - 5:00PM
Phone
949-640-8780
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Pence, Julia, Spiker | Portfolio Manager | 10/2011 | < 5% |
Tannura, Nicholas, Donald | Chief Investment Officer | 03/2017 | < 5% |
Leupold, Craig, Arthur | Chief Executive Officer/chief Compliance Officer | 10/2020 | < 5% |
Tazzara LLC | Managing Member | 10/2020 | > 75% |
the Craig A. Leupold Trust | Owner | 10/2020 | 50-75% |
Nicholas D. Tannura 2006 Declaration of Trust | Owner | 10/2020 | 50-75% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Gsi Capital Advisors LLC | $169.82 mm | |
Gsref, L.P. | $25.03 mm | Other Private Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
9 Nov 21