# GREEN SQUARE WEALTH MANAGEMENT, LLC

GREEN SQUARE WEALTH MANAGEMENT, LLC of MEMPHIS, TN is an SEC-registered investment adviser.

## Registration

- CRD: 297048
- Type: SEC-registered investment adviser
- SEC file number: 801-113334
- Location: 949 S SHADY GROVE ROAD, SUITE 401, MEMPHIS, TN, 38120
- Phone: 901-250-6700
- Latest filing: 2019-02-15
- Regulatory AUM: $2.2B
- Discretionary AUM: $1.9B
- Non-discretionary AUM: $357.5M
- Clients: 15
- Accounts: 1,504

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| HORN DARRELL LANE | FOUNDER AND SENIOR MANAGING DIRECTOR | — |
| FINCH RICHARD ALOYSIUS | CHIEF COMPLIANCE OFFICER | — |
| WHITEHEAD WOODSON CARY | SENIOR MANAGING DIRECTOR | — |


## Private funds (17)

_Showing 15 of 17 funds by gross asset value._

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| SERIES B - HAMLIN SMA, A SERIES OF GREEN SQUARE PRIVATE INVESTMENT PARTNERS, LLC | Hedge Fund | — | 86 | $31.8M | $100K |
| SERIES F - BANKERS SOUTH HIGH YEILD, A SERIES OF GREEN SQUARE PRIVATE INVESTMENT PARTNERS, LLC | Hedge Fund | — | 52 | $18.7M | $100K |
| SERIES P - LEXINGTON CAPITAL PARTNERS VIII, A SERIES OF GREEN SQUARE PRIVATE INVESTMENT PARTNERS, LLC | Hedge Fund | — | 48 | $18.5M | $100K |
| SERIES U - MIDDLE MARKET DIRECT LENDING 2017 A SERIES OF THE GREEN SQUARE PRIVATE INVESTMENT PARTNERS, LLC | Hedge Fund | — | 45 | $16.2M | $100K |
| SERIES E - MIDOCEAN ABSOLUTE RETURN CREDIT, A SERIES OF GREEN SQUARE PRIVATE INVESTMENT PARTNERS, LLC | Hedge Fund | — | 52 | $15.2M | $100K |
| SERIES R - FUNDAMENTAL PARTNERS III, A SERIES OF GREEN SQUARE PRIVATE INVESTMENT PARTNERS, LLC | Hedge Fund | — | 64 | $7.8M | $100K |
| SERIES J - KKR REAL ESTATE PARTNERS AMERICAS, AS SERIES OF GREEN SQUARE PRIVATE INVESTMENT PARTNERS, LLC | Hedge Fund | — | 31 | $6.1M | $100K |
| SERIES Q - CARLYLE ENERGY MEZZANINE OPPORTUNITIES FUND II, A SERIES OF GREEN SQUARE PRIVATE INVESTMENT PARTNERS, LLC | Hedge Fund | — | 56 | $5.6M | $100K |
| SERIES T - ORIGAMI, A SERIES OF GREEN SQUARE PRIVATE INVESTMENT PARTNERS, LLC | Hedge Fund | — | 31 | $5.6M | $100K |
| SERIES A - CARLYLE ENERGY MEZZANINE OPPORTUNITIES, A SERIES OF GREEN SQUARE PRIVATE INVESTMENT PARTNERS, LLC | Hedge Fund | — | 32 | $5.2M | $100K |
| SERIES O, GSO EUROPEAN DEBT FUND, A SERIES OF GREEN SQUARE PRIVATE INVESTMENT PARTNERS, LLC | Hedge Fund | — | 27 | $4.1M | $100K |
| SERIES M - ARCHVIEW FUND, A SERIES OF GREEN SQUARE PRIVATE INVESTMENT PARTNERS, LLC | Hedge Fund | — | 37 | $3.6M | $100K |
| SERIES S - PARABELLUM, A SERIES OF GREEN SQUARE PRIVATE INVESTMENT PARTNERS, LLC | Hedge Fund | — | 35 | $3.3M | $100K |
| SERIES G - AIMS PRIVATE CREDIT OPPORTUNITIES A SERIES OF GREEN SQUARE PRIVATE INVESTMENT PARTNERS, LLC | Hedge Fund | — | 31 | $3.1M | $100K |
| SERIES V - BRIDGE SENIORS & MEDICAL PROPERTIES II, A SERIES OF GREEN SQUARE INVESTMENT PARTNERS, LLC | Hedge Fund | — | 45 | $2.5M | $100K |


## Fund service providers (1)

- administrator: FGMK FUND DYNAMICS — 17 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/297048/brochure
- Similar advisers: https://search.stillhousedata.com/firm/297048/similar
- Related entities: https://search.stillhousedata.com/firm/297048/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/297048

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.