CapEdge
Loading...
Advanced
What's new? Log in Free sign up
  • Home
  • Sectors & IndustriesSectors
  • Earnings
  • IPOs
  • SPACs
  • Transcripts
  • Insider
  • Institutional
  • Crypto
  • Screeners
  • Reddit
  • Splits
  • Company Dashboard
  • Filings
  • Holdings

Green Square Asset Management

Company Profile
Green Square Asset Management is a fund manager in Memphis with $1.31 bn assets under management.

Company profile

Website
www.greensquaream.com
Employees
Incorporated
Delaware
Location
Tennessee
Fiscal year end
Dec 31
Industry
Hedge Fund
SEC CIK
0001759271
IRS number
320506292
SEC advisor number
801-108508
FINRA CRD number
285485
AUM ?
$1.31 bn (as of 18 Oct 19)
Accounts
214 (as of 18 Oct 19)
Employees
8 (3 investment advisory or research)
Address
Green Square Asset Management
6075 POPLAR AVENUE
SUITE 221
MEMPHIS
TN 38002
Office hours
Monday - Friday, 8-5
Phone
9012596300
Brochures
  • Principal Street Partners Brochure 2022 (9 May 22)

Ownership

Owner Title From %Ownership
Horn, Darrell, Lane Managing Member 09/2016 50-75%
Finch, Richard, Aloysius Member 09/2016 10-25%
West, James, Armin Portfolio Manager 09/2016 10-25%
Prest, Christopher, Forrest Portfolio Manager 09/2016 5-10%
Whitehead, Woodson, Cary Member 09/2016 5-10%
Sanders, Morgan, Flynt Chief Compliance Officer 01/2019 < 5%
Taylor, Ryan, Shane Member 09/2016 5-10%

Ownership

Fund structure AUM Fund type
Green Square Asset Management, LLC $1.31 bn
Advantage Advisers Tax Exempt High Income Fund I, LLC $160.63 mm Hedge Fund
Advantage Advisers Tax Exempt High Income Fund II, LLC $34.00 mm Hedge Fund
Latest filings (excl ownership)
No filings
Latest ownership filings
View all
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
5 May 22
13F-HR
Quarterly holdings report by institutional manager
7 Feb 22
13F-HR
Quarterly holdings report by institutional manager
10 Nov 21
13F-HR
Quarterly holdings report by institutional manager
10 Aug 21
13F-HR
Quarterly holdings report by institutional manager
13 May 21
13F-HR
Quarterly holdings report by institutional manager
16 Feb 21
13F-HR
Quarterly holdings report by institutional manager
12 Nov 20
13F-HR
Quarterly holdings report by institutional manager
14 Aug 20
Finsight
Resources
  • Knowledgebase
  • Log In
  • Register
Company
  • About
  • Contact
  • Solutions
Products
  • Deal Roadshow
  • DealVDR
  • Evercall
  • Finsight.com
CapEdge
  • Earnings Calendar
  • Earnings Transcripts
  • EDGAR Filing Screener
  • IPO Calendar
  • Compliance
  • Privacy
  • Security
  • Terms
AngelList LinkedIn