GREE CAPITAL PARTNERS, LLC

1350 Bayshore Highway
Suite 920
Burlingame, California 94010
Tel: 415-302-1431

About GREE CAPITAL PARTNERS, LLC

GREE CAPITAL PARTNERS, LLC, formally registered with the SEC as GREE CAPITAL PARTNERS, LLC. The firm was established in 02/27/2023. They have over 1 offices throughout the country.

GREE CAPITAL PARTNERS, LLC is a Burlingame, California based Financial Planning firm with nearly $172,139,553 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	301593
SEC#	801-127394
Assets Managed by Firm	$172,139,553
No. of Clients	10
No. of Advisors	7

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	10	$172,139,553

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