Green Street Advisors, Llc
State-registered
Investment Adviser
CRD 172378
· SEC file 801-80137
· Newport Beach, CA
· soundcloud.com
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ADV data as of Apr 22, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 26
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 16
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 2 | $0 | — |
| Investment companies | 5 | $0 | — |
| Pooled investment vehicles (non-investment companies) | 3 | $0 | — |
| Other investment advisers | 1 | $0 | — |
| Sovereign wealth funds and foreign official institutions | 1 | $0 | — |
| Corporations and other businesses | 14 | $0 | — |
People (18)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dirk Smith Aulabaugh | Executive Vice President, Global Head Of Advisory Services | Dec 2014 (12y) | Less than 5% | |
| Robyn Ann Francis | Chief Compliance Officer | Dec 2014 (12y) | Less than 5% | |
| Jeffry Harper Stuek | Chief Executive Officer | Jan 2020 (7y) | Less than 5% | |
| Mcculloch, Andrew, James | Secretary | Feb 2020 (7y) | Less than 5% | |
| Guinnessey, Kathy | Chief Financial Officer | Apr 2020 (6y) | Less than 5% | |
| Bayle Richardson Smith | Registered representative | CFA | Dec 2014 (12y) | |
| Tyler John Blue | Registered representative | Aug 2015 (11y) | ||
| Nathaniel John Siino | Registered representative | CFA | May 2016 (10y) | |
| Susan Jean Worsham | Registered representative | Jan 2018 (9y) | ||
| Jacob Tyler Bracken | Registered representative | Nov 2019 (7y) | ||
| Sage H Hale | Registered representative | Nov 2020 (6y) | ||
| Lillian Fan Xia | Registered representative | Apr 2021 (5y) | ||
| John Edward Filley | Registered representative | May 2021 (5y) | ||
| Juella Mia Owenswaller | Registered representative | Nov 2021 (5y) | ||
| Roy Jiang | Registered representative | CFA | Oct 2022 (4y) | |
| William Wu | Registered representative | CFA | Oct 2024 (2y) | |
| Michael P Barackman | Registered representative | Feb 2025 (1y) | ||
| Roya Bouzari | Registered representative | Mar 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Green Street Parent Llc | Owner | Dec 2014 | A | 75% or more |
| Green Street Topco, Llc | Member | Dec 2014 | B | ≈ 56.25% – 100% via Green Street Parent Llc |
| Green Street Intermediate Holdings, Llc | Member | Dec 2014 | B | ≈ 42.19% – 100% via Green Street Topco, Llc |
| Emerald Aggregator, L.P. | Shareholder | Aug 2019 | B | ≈ 4.45% – 50% via Emerald Midco, Inc. |
| Emerald Midco, Inc. | Shareholder | Aug 2019 | B | ≈ 5.93% – 50% via Emerald Purchaser, Inc. |
| Emerald Purchaser, Inc. | Member | Aug 2019 | B | ≈ 7.91% – 50% via Ggcof Gs Blocker, Llc |
| Wcas Xiii, Lp | Member | Aug 2019 | B | 75% or more of Emerald Aggregator G.P., Llc (indirect) |
| Ggcof Gs Blocker, Llc | Member | Dec 2014 | B | ≈ 10.55% – 50% via Green Street Intermediate Holdings, Llc |
| Emerald Aggregator G.P., Llc | General Partner | Aug 2019 | B | GP / trustee / elected manager of Emerald Aggregator, L.P. (indirect) |
| Wcas Xiii Associates Llc | General Partner | Feb 2018 | B | GP / trustee / elected manager of Wcas Xiii, Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Green Street Topco, Llc: 75% – 100% of Green Street Parent Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Green Street Intermediate Holdings, Llc: 75% – 100% of Green Street Topco, Llc × 75% – 100% of Green Street Parent Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Emerald Aggregator, L.P.: 75% – 100% of Emerald Midco, Inc. × 75% – 100% of Emerald Purchaser, Inc. × 75% – 100% of Ggcof Gs Blocker, Llc × 25% – 50% of Green Street Intermediate Holdings, Llc × 75% – 100% of Green Street Topco, Llc × 75% – 100% of Green Street Parent Llc × 75% – 100% direct ≈ 4.45% – 50% of the firm
- Emerald Midco, Inc.: 75% – 100% of Emerald Purchaser, Inc. × 75% – 100% of Ggcof Gs Blocker, Llc × 25% – 50% of Green Street Intermediate Holdings, Llc × 75% – 100% of Green Street Topco, Llc × 75% – 100% of Green Street Parent Llc × 75% – 100% direct ≈ 5.93% – 50% of the firm
- Emerald Purchaser, Inc.: 75% – 100% of Ggcof Gs Blocker, Llc × 25% – 50% of Green Street Intermediate Holdings, Llc × 75% – 100% of Green Street Topco, Llc × 75% – 100% of Green Street Parent Llc × 75% – 100% direct ≈ 7.91% – 50% of the firm
- Ggcof Gs Blocker, Llc: 25% – 50% of Green Street Intermediate Holdings, Llc × 75% – 100% of Green Street Topco, Llc × 75% – 100% of Green Street Parent Llc × 75% – 100% direct ≈ 10.55% – 50% 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) | 04/22/2026 | 1.09 MB | 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
- • Fixed fees
- • Other fees
- • NEGOTIATED FEES
Services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 22, 2026.
View current Form ADV (SEC/IAPD) ↗