GREEN ALPHA INVESTMENTS

GREEN ALPHA ADVISORS, LLC

CRD 144413 · SEC 801-77535

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136 2ND AVENUE, UNIT D, NIWOT, CO, 80544, United States

Phone

303-993-7856

Fax

303-568-0130

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$253.9M

Discretionary AUM

$208.1M

Team

4 total employees; 3 advisory reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-06-18

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

Type	Clients	AUM
Individuals	85	$13.3M
High net worth individuals	45	$119.6M
Investment companies	2	$47.8M
Charitable organizations	4	$8.0M
Other investment advisers	28	$65.2M

States served

CA, CO, MA, NY, OR, VA, WA

All web addresses on file

HTTPS://TWITTER.COM/ALPHAVERDE?LANG=EN
HTTP://WWW.GREENALPHAADVISORS.COM
HTTPS://WWW.LINKEDIN.COM/COMPANY/GREEN-ALPHA-ADVISORS/

Official SEC filing: View on IAPD