GREEN SQUARE WEALTH MANAGEMENT, LLC

GREEN SQUARE WEALTH MANAGEMENT, LLC of MEMPHIS, TN is an SEC-registered investment adviser (CRD 297048). Regulatory assets under management: $2.2B.

Registration

Officers, owners & control persons (3)

NameRoleLocation
HORN DARRELL LANEFOUNDER AND SENIOR MANAGING DIRECTOR—
FINCH RICHARD ALOYSIUSCHIEF COMPLIANCE OFFICER—
WHITEHEAD WOODSON CARYSENIOR MANAGING DIRECTOR—

Private funds (17)

Showing 15 of 17 funds by gross asset value.

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

Fund service providers (1)

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