GREEN SQUARE ASSET MANAGEMENT, LLC

HTTP://GSEQUITYINCOME.COM/ MEMPHIS, TN Investment Advisor How do I update this listing?

Green Square Asset Management is based out of Memphis. Green Square Asset Management is a large advisory firm with 196 clients and discretionary assets under management (AUM) of $397,401,664 (Form ADV from 2019-02-12). Their last reported 13F filing for Q1 2019 included $229,945,000 in managed 13F securities and a top 10 holdings concentration of 25.43%. Green Square Asset Management's largest holding is Domtar Corp with shares held of 124,894. Whalewisdom has at least 1 13F filings

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03/31/2019

Top Sells

  • Name% Change

03/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 3.65%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

GREEN SQUARE ASSET MANAGEMENT
Classified as Hedge Fund
949 SHADY GROVE RD SOUTH SUITE 401
MEMPHIS TN    38120
Country: United States

Business Phone: 901-250-6700
Fax: 901-250-6701
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 8
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 196
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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