$253.9M Total AUM
$208.1M Disc. AUM
-27.0% 3Y CAGR
4 Employees
164 ADV. Clients
19 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Brown Brothers · Charles Schwab & Company · Folio Investments · Northern Trust · Pershing
- Clients
- Retail and Institutional
- Platforms
- Atlas bridgeTimber capital
- Established Date
- 03-01-2007
- Office Locations
- 1
Office Locations
136 2ND Avenue Unit D Niwot CO
About Green Alpha Investments
Green Alpha Investments is a Niwot-based RIA. The firm has been operating for 19 years. Managing $253.9M in total assets under management, with 3 advisory representatives. They custody assets with Brown Brothers and Charles Schwab & Company. Services offered include Asset Management, Financial Planning, Portfolio Construction.
Team overview
-- AVG AGE
$84.6M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
15.8 yrs AVG TENURE
4 Employees
3 Advisory Reps
0 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Vector value Signal vertex Glacier prime Ember signal Vector
Client Personas
Capital zenith
Custodian
Beacon Momentum element Beacon Vertex Legacy Frontier Capital Momentum Pathway Harbor Delta ember Vital fusion Pathway Matrix Capital meridian Alpha crest
Fund Managers
Ember pioneer
Investment Themes
Vertex focus Beacon Optima signal
Investment Vehicles
Meridian quantum
Platform
Legacy Harbor Harbor
Services
Horizon oak Value Bridge
Technology
Foundation fusion Foundation insight
Owner & Executives
JEREMY WYATT DEEMS
Chief Compliance Officer, Chief Financial Officer, Co-founder, Portfolio Manager
- CRD
- --
- Ownership
- 10% but less than 25%
(534) 362-5628
prime.optima@quantumcapital.com
in linkedin.com/in/focus-meridian
GARVIN FREDERIC JABUSCH
Chief Investment Officer, Co-founder, Director
- CRD
- --
- Ownership
- 10% but less than 25%
(227) 256-8753
atlas.frontier@northcapital.com
in linkedin.com/in/fusion-glacier
U
Unison prime
Element momentum
- CRD
- #91487
- Ownership
- 7.4%
(297) 586-8724
catalyst.radial@meridiancapital.com
in linkedin.com/in/capital-wave
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $208,101,223 | $835,748 |
| Non-Discretionary | $45,799,810 | $2,289,991 |
| Total | $253,901,033 | $943,870 |
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Separately Managed Accounts
Total SMA Asset: $206,144,398
Equity - Exchange:
42.8% Cash:
18.0% Corporate - Investment Grade:
39.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,230,760,797 | 42.8% |
| Cash | $1,358,731,176 | 18.0% |
| Corporate - Investment Grade | $2,959,014,563 | 39.2% |
| Total | $7,548,506,536 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX FOCUS | FRONTIER TIMBER | NEJHPETX8 | IKKQL | 1.27% | $58,209,607 |
| GLACIER WAVE | RIDGE PATHWAY | O0XT3JZOX | RPLL | 2.96% | $43,131,154 |
| OAK CATALYST | DELTA RIDGE | T4ZQ0EW2T | QZS | 12.28% | $34,958,769 |
| DELTA EMBER | VERTEX BEACON | 1BXD93BE5 | PETK | 4.97% | $51,388,139 |
| FUSION VERTEX FRONTIER | VITAL MOMENTUM | S169LQEKU | TEDF | 6.56% | $95,711,410 |
| MOMENTUM NORTH ZENITH | UNISON VITAL | 0E2125WV4 | DTB | 9.58% | $14,807,146 |
| OAK UNISON | FRONTIER OAK | AKJT7OWQW | VTR | 9.08% | $81,951,031 |
| PEAK OPTIMA | ALPHA QUANTUM | TEOX1CZ2U | BSVE | 6.46% | $67,542,139 |