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GREENSHIELDS CAPITAL LLC

EL SEGUNDO, CA · CRD 284814 · IAPD ↗ · i401kplan.com · 310-775-2136

$192.5MRegulatory AUM
2Advisory reps
2Employees
0Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
April 2026 — GREENSHIELDS CAPITAL LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

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