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GREENSHIELDS CAPITAL LLC
CRD 284814File 801-121739
APPROVED
Retail clients
Filing as of Mar 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$192.5M
Below cohort median (national)
Discretionary AUM
$192.5M
Clients
140
330 accounts
Employees
2
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Aug 18, 2021
- Principal office
- 840 APOLLO ST., SUITE 314, EL SEGUNDO, CA, 90245
- Phone
- 310-775-2136
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $192.5M
- Discretionary AUM
- $192.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 330
- Non-discretionary accounts
- 0
- Total accounts
- 330
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 5 | $1.8M |
| High net worth individuals | 71 | $150.3M |
| Individuals (other than high net worth individuals) | 64 | $40.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 145 | 140 | decreased by5 |
| Apr 1, 2026 | AUM | $177,482,041 | $192,479,530 | increased by$14,997,489 |
| Apr 1, 2026 | Accounts | 350 | 330 | decreased by20 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 154 | 145 | decreased by9 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $167,610,244 | $177,482,041 | increased by$9,871,797 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 361 | 350 | decreased by11 |
| Apr 1, 2022 | Clients | 161 | 154 | decreased by7 |
| Apr 1, 2022 | AUM | $139,242,553 | $167,610,244 | increased by$28,367,691 |
| Apr 1, 2022 | Accounts | 366 | 361 | decreased by5 |
| Sep 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GREENSHIELDS CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GREENSHIELDS CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.