Greenhouse Investments LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Greenhouse Investments LLC describes itself as a discretionary asset manager serving individual and high‑net‑worth clients, offering portfolio management services that cover investment selection, asset allocation and ongoing monitoring. The firm’s brochure reports it currently has no assets under management and no active registered advisors.
The firm’s stated investment approach employs fundamental, cyclical and quantitative analysis and may include long‑ and short‑term positions, options strategies, margin and alternative investments; accounts are managed on a discretionary basis with quarterly reviews performed by the firm’s compliance officer. Clients may impose written restrictions on their accounts, the firm does not vote proxies on clients’ behalf, and fee billing is quarterly under a tiered, negotiable schedule.
Distinctive features noted in the brochure include an affiliated insurance business operated by the firm’s principal (approximately 80% of his time) and disclosure that he receives commissions from insurance sales, a noted conflict of interest that the firm says it mitigates through disclosures and fiduciary procedures. The brochure also indicates the firm uses testimonials, endorsements and presents hypothetical performance in advertising, and it specifies a required custodian arrangement and potential receipt of soft‑dollar benefits — characteristics that are less common among firms with no active advisors.
Client services
Expertise
Fee options
$0 - $1,000: 0.00% Over $1,000+: 1.50%
Main office
Washington DC
Advisors at this office
1
Most active in
Indiana
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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