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GREENSTONE PARTNERS, LLC

LARKSPUR, CA · CRD 136566 · IAPD ↗ · greenstonepartners.com · 415-298-6493

$499.3MRegulatory AUM
3Advisory reps
5Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

58
April 2025 — GREENSTONE PARTNERS, LLC reported RAUM up 94% ($219.7M -> $426.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
August 2024 — GREENSTONE PARTNERS, LLC (LARKSPUR, CA) is newly SEC-registered with $219.7M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.