Green Room Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Green Room Partners offers tailored global wealth management and a separate growth-oriented portfolio management strategy focused on listed equities and equity-related instruments (including options), with an emphasis on ESG-aware themes across technology, energy transition and healthcare. The firm serves high-net-worth/qualified purchaser individuals and makes its strategies available to corporate clients, trusts, and family offices.
Its investment process combines a top‑down sector selection with bottom‑up fundamental research, using ETFs and selective mutual funds to balance risk and measuring results against a customized benchmark that blends a global equity ETF with a clean‑energy ETF. Accounts are managed on a discretionary basis, clients receive monthly written updates and daily access to performance through the custodian portal, and the firm’s principal invests personal capital alongside client portfolios.
Notably, the firm charges performance‑based fees in addition to asset‑based fees and discloses performance information and third‑party profiles in its client materials, practices that are uncommon among comparable independent advisers. It also accepts institutional‑type portfolio mandates while generally excluding lower‑net‑worth retail clients, a client mix and compensation approach that differentiates the firm from many peers.
Client services
Expertise
Fee options
$0 - $5,000,000: 1.25% p.a. $5,000,000 - $10,000,000: 1.00% p.a.
15% of the annual outperformance over benchmark
Account minimum: $400,000.00
Main office
San Francisco CA
Advisors at this office
1
Most active in
California
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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