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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

GREEN STREET ADVISORS, LLC

CRD 28937

NEWPORT BEACH, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bf72a5f9-2b99-29fa-8341-78e1f2346d36

Data as of Sep 29, 2014 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 0
Observed: Feb 6, 2012 to Sep 29, 2014
12 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 80
Advisory employees: 12
SEC number: 801-67196
CRD: 28937
Filings on the tape: 12
First filed: Feb 6, 2012
Latest filed: Sep 29, 2014
Organised: Limited Liability Company, California

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GREEN STREET HOLDINGS, INC.	Owner	E	yes	05/2006	Feb 6, 2012	Sep 29, 2014
GRISWOLD, SCOTT WARNER	PRINCIPAL/FINOP/CHIEF COMPLIANCE OFFICER/AMLCO/CHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICER/MANAGING DIRECTOR	B	yes	08/2004	Feb 6, 2012	Sep 29, 2014
LUTZIUS, JOHN JOSEPH	MANAGING DIRECTOR	B	yes	03/1992	Feb 6, 2012	Sep 29, 2014

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
GREEN STREET INVESTORS, LLC	n/a	Institutional manager	$182M	Y	yes	n/a
GREEN STREET ADVISORS (UK) LIMITED	n/a	n/a	n/a	N	yes	n/a
GREEN STREET RESEARCH, LLC	n/a	Former SEC adviser	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Dallas	TX	United States	n/a	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2013	Jan 24, 2014	n/a	n/a	80	12	n/a	n/a	n/a
2012	Jan 25, 2013	n/a	n/a	62	10	n/a	n/a	n/a
2011	Feb 6, 2012	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2013	n/a	n/a	n/a	n/a	n/a	80	62	n/a	n/a

Relationships

Affiliated with (2)

→ GSI CAPITAL ADVISORS LLCRegistered adviserother investment adviser, control, common control
factForm ADV
→ GREEN STREETRegistered adviserother investment adviser, common control
factForm ADV

Controls (3)

← LUTZIUS, JOHN JOSEPHOwnerMANAGING DIRECTOR, ownership code B, individual
Feb 6, 2012 to presentfactForm ADV
← GRISWOLD, SCOTT WARNEROwnerPRINCIPAL/FINOP/CHIEF COMPLIANCE OFFICER/AMLCO/CHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICER/MANAGING DIRECTOR, ownership code B, individual
Feb 6, 2012 to presentfactForm ADV
← GREEN STREET HOLDINGS, INC.OwnerOWNER, ownership code E, domestic entity
Feb 6, 2012 to presentfactForm ADV

Registered with (4)

← ROBYN ANN FRANCISAdvisorregistration: previous registration
Aug 3, 2007 to Jan 6, 2015factForm ADV
← DIRK SMITH AULABAUGHAdvisorregistration: previous registration
Jul 16, 2012 to Dec 15, 2014factForm ADV
← EDWARD TANDY MCGLASSONAdvisorregistration: previous registration
Feb 11, 2013 to Jul 9, 2013factForm ADV
← BLAIR ELIZABETH BUICKAdvisorregistration: previous registration
Sep 21, 2005 to Nov 27, 2006factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bf72a5f9-2b99-29fa-8341-78e1f2346d36
First observed: Feb 6, 2012
Last observed: Sep 29, 2014 145 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GREEN STREET ADVISORS, LLC

CRD 28937

NEWPORT BEACH, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bf72a5f9-2b99-29fa-8341-78e1f2346d36

Data as of Sep 29, 2014 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:51 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GREEN STREET HOLDINGS, INC.

Owner

yes

05/2006

Feb 6, 2012

Sep 29, 2014

GRISWOLD, SCOTT WARNER

PRINCIPAL/FINOP/CHIEF COMPLIANCE OFFICER/AMLCO/CHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICER/MANAGING DIRECTOR

yes

08/2004

Feb 6, 2012

Sep 29, 2014

LUTZIUS, JOHN JOSEPH

MANAGING DIRECTOR

yes

03/1992

Feb 6, 2012

Sep 29, 2014

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

GREEN STREET INVESTORS, LLC

n/a

Institutional manager

$182M

yes

n/a

GREEN STREET ADVISORS (UK) LIMITED

n/a

yes

n/a

GREEN STREET RESEARCH, LLC

n/a

Former SEC adviser

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Dallas

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2013

Jan 24, 2014

n/a

2012

Jan 25, 2013

n/a

2011

Feb 6, 2012

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2013

n/a