Green Square AM is an independent advisory firm specializing in private markets investments, including private equity, private credit, venture capital, growth equity, secondaries, co-investments, and real assets. Operating as an independent advisor, Green Square AM assists family offices and high-net-worth and ultra-high-net-worth investors with the design, construction, and ongoing stewardship of their private markets portfolios. The firm's services are organized into four functional areas: allocation and portfolio architecture, manager sourcing and due diligence, periodic monitoring and reporting, and back-office administrative support. Green Square AM operates exclusively on a non-discretionary basis, meaning all investment decisions are made by the client after receiving recommendations and diligence from Green Square AM. The firm does not provide wealth management, comprehensive financial planning, tax, legal, or brokerage services. Compensation is derived solely from fees paid directly by clients pursuant to written advisory agreements, and Green Square AM does not accept third-party compensation or kickbacks from fund managers.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard annual advisory fee is up to 1.00% of committed capital, subject to an annual minimum ranging from $50,000 to $250,000. Actual rates are individually negotiated. The firm also offers fixed annual fees in lieu of asset-based fees for certain engagements.