Green Square Boston, LLC (Winchester)

Name: Green Square Boston, LLC
Address: 61 Fletcher Street, Winchester, MA, 01890
Telephone: 781-729-0962

Green Square Boston, LLC is a large advisory firm based in Winchester. It manages $471.52 million of regulatory assets for 58 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Massachusetts.

Green Square Boston provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Green Square Boston: assets under management

The assets under management (AUM) of Green Square Boston, LLC is $471.52 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 150% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $471.52 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $8.13 million each.

Investments

The firm invests in state and local bonds the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Green Square Boston, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Green Square Boston serves?

The firm provides services to investment companies, high net worth individuals, and pooled investment vehicles. The largest group of clients of Green Square Boston is pooled investment vehicles with 2 clients and $179.44 million of assets under management. Among the 13 most similar advisory firms, Green Square Boston has the 4th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $471.52 million for 58 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Green Square Boston doesn't advise any private funds.

Careers at Green Square Boston, LLC

The company employs 6 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. No 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 doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard Aloysius Finch	Chief compliance officer	1 Sep 2016	Other	5740372
Timothy Michael Pynchon	Senior managing director	1 Sep 2016	75% - 100%	1233233
Darrell Lane Horn	Member	1 Sep 2016	25% - 50%	1654100

Based in Winchester

The principal office where Green Square Boston, LLC performs its advisory services is located at 61 Fletcher Street, Winchester, MA 01890, which is also the mailing address of the firm. An additional office of the firm is in Memphis, TN. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781-729-0962. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at greensquarecap.com/.