DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Greenhouse Funds Lllp
Latest filing Sep 11, 2026
First filing on the tape Dec 17, 2014 · 23 filings
SEC status approved since Jan 21, 2015
RAUM
$2.9B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
9
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$2.9B as of May 7, 2026
Mar 30, 2015$101M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 7, 2026
Mar 30, 20150 then
Employees (5.A)9 as of May 7, 2026
Mar 30, 20155 then
Private funds4 as of May 7, 2026
Mar 30, 20151 then
RAUM +7.7% over the last fiscal year+24% a year over threeIARs 0 to 0offices 1 to 0
Practice profile
derived from the filing of Sep 11, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $244MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 6.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +7.7%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Custody
- $2.3B, 7 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.6B89%
- State and municipal entities$200M6.8%
- Investment companies$128M4.4%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 12reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- $2.3B for 7 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.93 institutional_share=0.07 related_bd=true related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Greenhouse Master Fund LP | Hedge Fund | $863M | 400 | Jul 25, 2014 |
| Greenhouse Long Only Master Fund LP | Hedge Fund | $453M | 49 | Mar 29, 2019 |
| Pm Manager Fund, Spc - Segregated Portfolio 44 | Hedge Fund | $117M | 2 | Dec 14, 2016 |
| Greenhouse Onshore Fund LPno longer reported | Hedge Fund | $23.0M | 40 | Jul 25, 2014 |
| Greenhouse Overseas Fund Ltd.no longer reported | Hedge Fund | $2.5M | 9 | Jul 25, 2014 |
Owners and control persons
Schedule A and B, latest filing
- Charles Scott Barry · Limited Partnercontrolsince 01/2017 · owns 10% to 25%
- David Benjamin Landy · Limited Partnercontrolsince 01/2017 · owns 10% to 25%
- Patrick Terrance Maxwell · Directorcontrolsince 03/2014 · owns less than 5%
- Michael Joseph Milano · Directorcontrolsince 03/2014 · owns less than 5%
- Tara Kirsten Milano · Trusteecontrolsince 03/2011 · owns 10% to 25%
- Patrick Daniel Miller · Limited Partnercontrolsince 01/2021 · owns less than 5%
- Joseph Patrick Mitchell · Chief Financial Officer/Chief Compliance Officercontrolsince 07/2013 · owns less than 5%
- Alan Charles Morris · Chief Operating Officercontrolsince 07/2014 · owns less than 5%
- Jameson John Neis · Directorcontrolsince 10/2019 · owns less than 5%
- James Duval Prey · Limited Partnercontrolsince 01/2018 · owns less than 5%
- Richard Charles Reese · Directorcontrolsince 03/2014 · owns less than 5%
- Michael Joseph Milano · Membercontrolsince 06/2013 · owns 50% to 75% of Greenhouse Gp LLC
Entity owners
- Baird Financial Corporation · Limited Partnerdirect · owns 10% to 25%
- Greenhouse Gp LLC · General Partnerdirect · owns less than 5%
- J M Milano Tr Joseph M Milano, Rev Trust Dtd 3/30/11 And K T Milano Tr Kirsten T Milano, Rev Trust Dtd 3/30/11 Ten Com · Limited Partnerdirect · owns 10% to 25%
- Baird Financial Group, Inc. · Shareholderindirect · owns 75% or more of Baird Financial Corporation
- J M Milano Tr Joseph M Milano, Rev Trust Dtd 3/30/11 And K T Milano Tr Kirsten T Milano, Rev Trust Dtd 3/30/11 Ten Com · Memberindirect · owns 25% to 50% of Greenhouse Gp LLC
Related persons
Schedule D 7.A
- Greenhouse Fund Gp LLCbankpooled vehicle sponsorn
- Robert W. Baird & Co. Incorporatedbroker-dealerinvestment adviserbankpooled vehicle sponsorLP sponsornRAUM $394B
- Baird Strategas LLCbroker-dealerinvestment advisern
Advisers that list Greenhouse Funds Lllp as a related person
- 168821 n
Offices
Schedule D 1.F, the 25 largest
- Delray Beach, FL1 employees
What changed
consecutive filings, newest first
- Financial planning clients · to unsetMay 7, 2026 to Sep 11, 2026
- Private funds · 4 to unsetMay 7, 2026 to Sep 11, 2026
- Succession · false to unsetMay 7, 2026 to Sep 11, 2026
- Assets in custody · $2.0B to $2.3BMar 25, 2025 to Mar 25, 2026
- Employees · 10 to 9Mar 25, 2025 to Mar 25, 2026
- Other offices · 1 to 0Mar 25, 2025 to Mar 25, 2026
- Discretionary RAUM · $2.7B to $2.9BMar 25, 2025 to Mar 25, 2026
- Pooled vehicle RAUM · $2.4B to $2.6BMar 25, 2025 to Mar 25, 2026
- RAUM · $2.7B to $2.9BMar 25, 2025 to Mar 25, 2026
- Accounts · 10 to 12Mar 27, 2024 to Mar 25, 2025
- Pooled vehicle clients · 7 to 9Mar 27, 2024 to Mar 25, 2025
- Assets in custody · $1.3B to $2.0BMar 27, 2024 to Mar 25, 2025
- Employees · 9 to 10Mar 27, 2024 to Mar 25, 2025
- Financial planning clients · unset to Mar 27, 2024 to Mar 25, 2025
- Private funds · 3 to 4Mar 27, 2024 to Mar 25, 2025
- Discretionary RAUM · $1.9B to $2.7BMar 27, 2024 to Mar 25, 2025
- Pooled vehicle RAUM · $1.7B to $2.4BMar 27, 2024 to Mar 25, 2025
- RAUM · $1.9B to $2.7BMar 27, 2024 to Mar 25, 2025
- Pooled vehicle clients · 8 to 7Mar 31, 2023 to Mar 27, 2024
- Assets in custody · $944M to $1.3BMar 31, 2023 to Mar 27, 2024
- Discretionary RAUM · $1.5B to $1.9BMar 31, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $1.4B to $1.7BMar 31, 2023 to Mar 27, 2024
- RAUM · $1.5B to $1.9BMar 31, 2023 to Mar 27, 2024
- Assets in custody · $812M to $944MMay 6, 2022 to Mar 31, 2023
- Employees · 8 to 9May 6, 2022 to Mar 31, 2023
- Discretionary RAUM · $1.3B to $1.5BMay 6, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $1.1B to $1.4BMay 6, 2022 to Mar 31, 2023
- RAUM · $1.3B to $1.5BMay 6, 2022 to Mar 31, 2023
- Accounts · 9 to 10Mar 29, 2021 to Feb 13, 2022
- Advisory employees · 4 to 5Mar 29, 2021 to Feb 13, 2022
- Advisory activities · 2 to 3Mar 29, 2021 to Feb 13, 2022
- Assets in custody · $665M to $812MMar 29, 2021 to Feb 13, 2022
- Employees · 7 to 8Mar 29, 2021 to Feb 13, 2022
- Discretionary RAUM · $1.1B to $1.3BMar 29, 2021 to Feb 13, 2022
- Pooled vehicle RAUM · $1000M to $1.1BMar 29, 2021 to Feb 13, 2022
- RAUM · $1.1B to $1.3BMar 29, 2021 to Feb 13, 2022
- Assets in custody · $395M to $665MMar 30, 2020 to Mar 29, 2021
- Discretionary RAUM · $695M to $1.1BMar 30, 2020 to Mar 29, 2021
- Pooled vehicle RAUM · $624M to $1000MMar 30, 2020 to Mar 29, 2021
- RAUM · $695M to $1.1BMar 30, 2020 to Mar 29, 2021
Signals
9 dated events
- Greenhouse Funds Lllp reported RAUM $2.7B, up 40% from $1.9B (2024-03-27 to 2025-03-25)Mar 25, 2025 · RAUM change · derived
- Greenhouse Funds Lllp reported RAUM $1.9B, up 26% from $1.5B (2023-03-31 to 2024-03-27)Mar 27, 2024 · RAUM change · derived
- Greenhouse Funds Lllp reported RAUM $1.1B, up 61% from $695.3M (2020-03-30 to 2021-03-29)Mar 29, 2021 · RAUM change · derived
- Patrick Daniel Miller (Limited Partner) appeared on Schedule A of Greenhouse Funds LllpMar 29, 2021 · Control person joined · fact
- Jameson John Neis (Director) appeared on Schedule A of Greenhouse Funds LllpOct 11, 2019 · Control person joined · fact
- Walter William Mahler (Director) no longer on Schedule A of Greenhouse Funds Lllp (listed 2019-03-29, absent 2019-10-11)Oct 11, 2019 · Control person left · inference
- Greenhouse Funds Lllp reported RAUM $536.9M, up 39% from $385.0M (2017-03-30 to 2018-03-28)Mar 28, 2018 · RAUM change · derived
- Greenhouse Funds Lp reported succeeding to the business of Another Adviser (Form ADV Item 4)Dec 14, 2016 · Succession (Item 4) · fact
- Greenhouse Funds Lp filed its initial SEC registration (Form ADV)Dec 17, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- GREENHOUSEFUNDS.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 443-759-4633reportedpublic record, Form ADV, Sep 11, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026