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- Custodian
- Brown Brothers · Capital Group · Charles Schwab & Company · Folio Investments · Morgan Stanley · Northern Trust · Pershing
- Clients
- Retail and Institutional
- Platforms
- Atlas bridgeTimber capital +more
- Established Date
- 03-01-2007
- Office Locations
- 1
Office Locations
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 Capital Group. Services offered include Asset Management, Financial Planning, Insurance.
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Owner & Executives
JEREMY WYATT DEEMS
Chief Compliance Officer, Chief Financial Officer, Co-founder, Portfolio Manager
- CRD
- --
- Ownership
- 10% but less than 25%
GARVIN FREDERIC JABUSCH
Chief Investment Officer, Co-founder, Director
- CRD
- --
- Ownership
- 10% but less than 25%
Unison prime
Element momentum
- CRD
- #91487
- Ownership
- 7.4%
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Unlock allAssets Under Management
| 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
| 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 |