A complete list of active advisors currently associated with Greenhouse Investments LLC

Warmer can help you find a great advisor at Greenhouse Investments LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Greenhouse Investments LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.