Green Square Asset Management is a fund manager in Memphis with $1.31 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
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
6075 POPLAR AVENUE
SUITE 221
MEMPHIS
TN 38002
Office hours
Monday - Friday, 8-5
Phone
9012596300
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
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
21 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
15 Feb 23
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