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GREE CAPITAL PARTNERS, LLC

SAN FRANCISCO, CA · CRD 301593 · IAPD ↗ · 415-390-8310

$172.1MRegulatory AUM
7Advisory reps
7Employees
0Clients
n/aPlanning clients
8Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
December 2025 — GREE CAPITAL PARTNERS, LLC (SAN FRANCISCO, CA) left the SEC roster (was $172.1M RAUM, 7 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
30
June 2025 — GREE CAPITAL PARTNERS, LLC moved its main office from BURLINGAME, CA to SAN FRANCISCO, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
October 2024 — GREE CAPITAL PARTNERS, LLC grew from 4 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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