G
$7.1M Total AUM
$7.1M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Deutsche Bank · Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-13-2020
- Office Locations
- 1
Office Locations
-- SAN Francisco CA
About Green Room Partners LLC
Green Room Partners LLC is a San Francisco-based RIA providing asset management and portfolio construction for retail clients, with a stated focus on investing with conviction in leading trends. Portfolios are heavily ETF-based and incorporate asset-allocation and ESG/socially responsible themes, with experience serving entrepreneurs.
Team overview
50 AVG AGE
$7.1M AVG AUM / ADVISOR
$509.2K AVG AUM / CLIENT
5.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
C
CHRISTIAN JUERGEN SCHMUCK
Managing Partner, Partner
- CRD
- #3108901
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,128,432 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,128,432 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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