Green Room Partners provides two main services: global wealth management, which offers advice across all financial asset classes based on a client's goals and risk tolerance, and portfolio management, which focuses on investments in equity and equity-related securities of growth companies, particularly in the technology, energy transition, advanced industrials, and healthcare innovation sectors. Green Room Partners invests globally, focusing on developed markets and companies at an early stage. Each client has a separate account and receives tailored advice. Green Room Partners aims to manage 100% of client assets on a discretionary basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Schedule is for Global Wealth Management. Over $10,000,000 the advisory fee will be subject to individual negotiations. Portfolio Management has a fee of 1.5% on the first $10,000,000 and a performance-based fee of 15% of the annual outperformance over a customized benchmark or the MSCI ACWI benchmark index.