Green Alpha Advisors, Llc
- Regulatory AUM
- $254M
- Discretionary
- $208M
- Clients
- 164
- Avg AUM / client
- $1.5M
- Accounts
- 269
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Jun 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 85 | $13.3M | 5.23% |
| High net worth individuals | 45 | $120M | 47.1% |
| Investment companies | 2 | $47.8M | 18.8% |
| Charitable organizations | 4 | $8.0M | 3.16% |
| Other investment advisers | 28 | $65.2M | 25.7% |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Deems, Jeremy, Wyatt | Chief Compliance Officer, Co Founder, Cfo | Mar 2007 (19y) | 10% – 25% | |
| Jabusch, Garvin, Frederic | Co Founder, Chief Investment Officer | Mar 2007 (19y) | 10% – 25% | |
| Shell, Michael, Ross | Founder & Ceo | Jan 2009 (18y) | ≈ 2.5% – 7.5% via Red Idea, Llc | |
| Muir, Robert | Member | Jul 2013 (13y) | 5% – 10% | |
| Betsy M Moszeter | Chief Marketing & Distribution Officer | Jan 2015 (12y) | 5% – 10% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sierra Club | Member | Jun 2008 | A | 10% – 25% |
| Red Idea, Llc | Member | Dec 2011 | A | 5% – 10% |
Undisclosed: 0% – 55% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Shell, Michael, Ross: 50% – 75% of Red Idea, Llc × 5% – 10% direct ≈ 2.5% – 7.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/18/2026 | 948 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Northern Trust $87.5M (34% of AUM) Jun 2026
- Charles Schwab & Co. $48.5M (19% of AUM) Jun 2026
- Brown Brothers Harriman & Co. $47.2M (19% of AUM) Jun 2026
- Pershing $34.6M (5% of AUM) Oct 2022
- Folio Investments, Inc. $20.8M (8% of AUM) Jun 2026
- Eqis Capital Management, Inc. $18.9M (7% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 18, 2026.
View current Form ADV (SEC/IAPD) ↗