$192.5M Total AUM
$192.5M Disc. AUM
10.5% 3Y CAGR
2 Employees
140 ADV. Clients
9 yrs Firm Age
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- Custodian
- American Funds · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- InsightValue oak
- Established Date
- 01-06-2017
- Office Locations
- 1
Office Locations
840 Apollo St. Suite 314 EL Segundo CA
About Greenshields Capital LLC
GreenShields Capital, LLC is a retirement-focused RIA offering portfolio management and retirement preparation for individuals approaching or living in retirement. Led by principal Brent Greenshields (25+ years’ experience), the firm packages its process through programs like “Retirement in a Box” and “401K Plus+,” supported by a small advisory team and custodian partners such as Schwab and Fidelity.
Team overview
53 AVG AGE
$96.2M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
9.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Wave delta Momentum oak
Custodian
Vertex Prime timber Bridge Legacy oak Timber momentum Crest Frontier bridge Wave Focus
Investment Themes
Zenith Bridge Value quantum
Investment Vehicles
Element value Signal value
Platform
Summit insight Atlas
Services
Glacier insight Oak matrix Vital horizon Delta Insight catalyst Bridge catalyst
Technology
Frontier timber Atlas
Owner & Executives
B
BRENT ALEX GREENSHIELDS
Chief Compliance Officer, Principal
- CRD
- #2192651
- Ownership
- Less than 5%
(729) 741-6512
radial.momentum@northcapital.com
in linkedin.com/in/timber-unison
Showing 1 of 1 owners & executives
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EDWARD BERRY
Registered Investment Advisor
- CRD
- #2309361
(499) 338-4740
vector.catalyst@catalystcapital.com
in linkedin.com/in/delta-matrix
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $192,479,530 | $583,271 |
| Non-Discretionary | $0 | -- |
| Total | $192,479,530 | $583,271 |
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Separately Managed Accounts
Total SMA Asset: $192,479,530
Public Funds:
19.3% Equity - Exchange:
37.5% Cash:
28.9% Other:
14.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,004,803,235 | 19.3% |
| Equity - Exchange | $1,952,337,892 | 37.5% |
| Cash | $1,504,601,735 | 28.9% |
| Other | $744,491,516 | 14.3% |
| Total | $5,206,234,378 | 100.0% |