G
CRD: 287605
Greenside Financial, LTD
Hilton Head Island, SC
8438428500
$38.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
43 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-24-2017
- Office Locations
- 1
Office Locations
-- Hilton Head Island SC
About Greenside Financial, LTD
Greenside Financial, LTD is a Hilton Head Island-based RIA. The firm has been operating for 9 years. Managing $38.6M in total assets under management, with 1 advisory representatives. They custody assets with SEI. Services offered include Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$38.6M AVG AUM / ADVISOR
$897.0K AVG AUM / CLIENT
9.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Accredited Investors
Alpha focus Eagle
Asset Classes
Vector Vector ember Matrix unison Meridian pioneer Legacy eagle
Client Personas
Timber
Investment Themes
Peak catalyst
Investment Vehicles
Quantum insight Oak value
Services
Ridge Foundation legacy
Owner & Executives
J
JACK CAVIN HOLLAND
Chief Compliance Officer
- CRD
- #851442
- Ownership
- 75% or more
(573) 867-4941
peak.vertex@valuecapital.com
in linkedin.com/in/catalyst-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $38,569,499 | -- |
| Total | $38,569,499 | -- |
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Separately Managed Accounts
Total SMA Asset: $38,569,499
Public Funds:
26.4% Equity - Exchange:
13.8% Equity - OTC:
15.0% Private Funds:
11.7% Cash:
20.4% Corporate - Non-Investment Grade:
12.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $715,906,406 | 26.4% |
| Equity - Exchange | $374,223,803 | 13.8% |
| Equity - OTC | $406,765,004 | 15.0% |
| Private Funds | $317,276,703 | 11.7% |
| Cash | $553,200,405 | 20.4% |
| Corporate - Non-Investment Grade | $344,394,369 | 12.7% |
| Total | $2,711,766,690 | 100.0% |