CRD: 282802
Green Horizon Capital Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2016
- Office Locations
- 1
Office Locations
About Green Horizon Capital Management, LLC
Green Horizon Capital Management is a New York–registered independent RIA offering discretionary, separately managed equity portfolios tailored to client mandates and tax considerations. The firm focuses on socially responsible, ethical public companies, using proprietary fundamental research and valuation discipline to build diversified portfolios of 30+ holdings across large-cap, multi-cap, global growth, and growth & income objectives; custody includes Charles Schwab.
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Owner & Executives
ELIZABETH FRANCES BANNISTER
Investment Advisor, Managing Partner
- CRD
- --
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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