Green Street Advisors, LLC (Newport Beach)

Name: Green Street Advisors, LLC
Address: 660 Newport Center Drive, Newport Beach, CA, 92660
Telephone: 949-640-8780

Green Street Advisors, LLC is a related adviser based in Newport Beach. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Arizona, California, Colorado, and 25 other states.

Green Street Advisors provides publication of newsletters, security ratings or pricing services, and consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Green Street Advisors, LLC for their services and products based on subscription fees and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Craig Arthur Leupold serves?

The firm provides services to individuals, insurance companies, investment companies, other investment advisers, banking or thrift institutions, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Craig Arthur Leupold is individuals with 20 clients and $0 of assets under management. Among the 8 most similar advisory firms, Green Street Advisors has the highest percentage of individuals out of all clients.

12% of the firm’s clients are foreign persons or businesses.

Green Street Advisors doesn't advise any private funds.

Careers at Green Street Advisors, LLC

The company employs 99 people that are either part- or full-time employees. 77 percent of the employees work as investment advisers or researchers. 76 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Craig Arthur Leupold has been acting as President since 1 Jul 2014. Llc Emerald Aggregator G.P. joined the executive team most recently as the General Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Joseph Lutzius	Managing director	1 Mar 1992	Other	2278709
Scott Warner Griswold	Principal/finop/chief compliance officer/amlco/chief financial officer/chief operating officer/managing director	1 Aug 2004	Other	2784020
Inc. Green Street Holdings	Owner	1 May 2006	75% - 100%	56-2585928
Scott Warner Griswold	Chief compliance officer/chief financial officer/chief operating officer	1 Jul 2014	Other	2784020
Craig Arthur Leupold	President	1 Jul 2014	Other	2487095
Green Street Parent Llc	Owner	1 Dec 2014	75% - 100%	47-2030809
Robyn Ann Francis	Chief compliance officer	1 Oct 2015	Other	4844221

Indirect Owners

The SEC currently registers 19 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Llc Makena Capital Management	General partner	1 Jun 2007	Other	156855
Ltd. Ggc Opportunity Fund Management Gp	General partner	1 Jul 2007	Other	98-0546997
L.P. Ggc Opportunity Fund Management	Limited partner	1 Jul 2007	Other	98-0546996
L.P. (Foreign) Golden Gate Capital Opportunity Fund A	Owner	1 Jul 2007	75% - 100%	98-0546999
L.P. Makena Capital Holdings M	Limited partner	1 Sep 2007	25% - 50%	26-3222677
Llc Green Street Topco	Owner	1 Dec 2014	75% - 100%	36-4795382
L.P. Ggcof Gs Splitter	Owner	1 Dec 2014	50% - 75%	47-2340779
L.P. Golden Gate Capital Opportunity Fund	Owner	1 Dec 2014	25% - 50%	98-0546998
Inc. Green Street Holdings	Owner	1 Dec 2014	25% - 50%	56-2585928
Llc Green Street Intermediate Holdings	Owner	1 Dec 2014	75% - 100%	47-2041696
Llc Gsh Investor	Owner	1 Dec 2014	50% - 75%	47-1225082
Llc Green Street Parent	Owner	1 Dec 2014	75% - 100%	36-4795382
Llc Ggcof Gs Blocker	Ggcof gs blocker, llc is a limited partner of ggcof gs splitter, l.p.	1 Dec 2014	50% - 75%	47-1968408
L.P. Ggcof Aiv	Ggcof aiv, l.p. is a limited partner of ggcof gs splitter, l.p.	1 Dec 2014	25% - 50%	47-2191177
Llc Emerald Aggregator G.P.	General partner	1 Aug 2019	Other	84-1960355
L.P. Emerald Aggregator	Shareholder	1 Aug 2019	75% - 100%	84-1973449
Inc. Emerald Midco	Shareholder	1 Aug 2019	75% - 100%	84-2053721
Inc. Emerald Purchaser	Member	1 Aug 2019	75% - 100%	84-1938361
Lp Wcas Xiii	Member	1 Aug 2019	75% - 100%	83-1251526

Based in Newport Beach

The principal office where Green Street Advisors, LLC performs its advisory services is located at 660 Newport Center Drive, Newport Beach, CA 92660, which is also the mailing address of the firm. An additional office of the firm is in South Orange, NJ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949-640-8780 or by fax 949-640-1773. The normal business hours are 7am - 5pm on Monday - Friday. You can find more information about the New York firm at greenstreetadvisors.com.