GREEN ALPHA INVESTMENTS

Legal name: GREEN ALPHA ADVISORS, LLC

CRD 144413File 801-77535

APPROVED

Retail clients

Filing as of Jun 18, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$253.9M

Below cohort median (national)

Discretionary AUM

$208.1M

Non-discretionary $45.8M

Clients

164

269 accounts

Employees

Below cohort median in CO

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Jan 15, 2013
Principal office: 136 2ND AVENUE, UNIT D, NIWOT, CO, 80544
Phone: 303-993-7856
Website: HTTPS://TWITTER.COM/ALPHAVERDE?LANG=EN

Assets & accounts

ADV Item 5F

Total regulatory AUM: $253.9M
Discretionary AUM: $208.1M
Non-discretionary AUM: $45.8M
Discretionary accounts: 249
Non-discretionary accounts: 20
Total accounts: 269
AUM per client: $1.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Investment companies	2	$47.8M
Charitable organizations	Fewer than 5	$8.0M
Other investment advisers	28	$65.2M
High net worth individuals	45	$119.6M
Individuals (other than high net worth individuals)	85	$13.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.