Greenshields Capital LLC
● SEC registered since 2021CRD 284814SEC# 801-121739El Segundo, CA
Reg. AUM
$192.5M
Employees
2
Accounts
330
Location
El Segundo, CA
About Greenshields Capital
Greenshields Capital, doing business as GreenShields Plan Advisory Services, is a registered investment adviser focused on retirement plan and savings solutions. It serves plan sponsors and participants.
Summary based on the firm’s website.
Greenshields Capital LLC assets under management
Greenshields Capital LLC operates as an SEC-registered investment adviser based in El Segundo, CA. The firm has been registered since 2021. It reports $192.5 million in regulatory assets under management and employs 2 people.
Greenshields Capital LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brent Alex Greenshields Control | Chief Compliance Officer | Under 5% | 2016 |
| The Greenshields Trust Control | Owner | Over 75% | 2016 |
| Brent Alex Greenshields Control | Trustee | — | 2016 |
Frequently asked questions
How much does Greenshields Capital LLC manage?
Greenshields Capital LLC reports $192.5 million in regulatory assets under management on its Form ADV.
How many employees does Greenshields Capital LLC have?
Greenshields Capital LLC reports 2 employees.
Where is Greenshields Capital LLC located?
Greenshields Capital LLC is based in El Segundo, CA and has been SEC-registered since 2021.
Does Greenshields Capital LLC disclose fund performance?
Greenshields Capital LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 840 Apollo St., Suite 314, El Segundo, CA 90245 |
| Phone | 310-775-2136 |
| Fax | (310) 524-9414 |
| Office hours | 7:00 a.m. - 8:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$192.5M▲ 8%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,369 advisers
EmployeesTop 86%
More than 14% of 16,804 advisers
Assets under management
$192.5Mregulatory AUM
Discretionary $192.5M