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.

Former SEC-registered adviser

Green Street

Former SEC-registered adviserNewport Beach, CaliforniaCRD 172378SEC 801-80137IAPD

Legal name Green Street Advisors, LLC

Latest filing Feb 25, 2022

First filing on the tape Jul 24, 2014 · 72 filings

RAUM

n/a

reported, Item 5.F

Discretionary

n/a

of RAUM

Private clients

n/a

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

14 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

72 filings and snapshots on the tape

RAUM: no history

HNW client RAUM$0 as of Feb 26, 2021

Jan 2, 2018$0 then

State-registered IARs (5.B.3)100 as of Feb 26, 2021

Jan 21, 201551 then

Employees (5.A)150 as of Feb 26, 2021

Jan 21, 201567 then

Private funds: no history

RAUM n/a over the last fiscal yearIARs 84 to 20offices 2 to 0

Practice profile

derived from the filing of Feb 25, 2022; 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: unknownderivedRAUM over accounts (5.F.2.f)
Discretionary: unknownderivedof RAUM
Institutional: unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.3derivedItem 5.A over advisors
Advisors per office: 16.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year: unknownderivedbetween the last two annual amendments
Advisor growth, one year: +19%derivedItem 5.B.3 between annual amendments
Client growth, one year: unknownderived
Compensation: fixed fees, otherreportedItem 5.E
Advisory activities: otherreportedItem 5.G
Ownership: a PE fund or sponsor is a 25 percent or greater owner on Schedule Aderived
Advisor book size: not public; not estimatedreported

Where the RAUM sits

Form ADV Item 5.D, latest filing

This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: n/areported
Financial planning clients: n/areported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: fixedreported
Class basis: absent from the latest SEC rosterderived

Advisors registered through the firm

16 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
Robyn Ann Francis	Newport Beach, Ca	Dec 18, 2014	19 y	2
Dirk Smith Aulabaugh	Newport Beach, Ca	Dec 18, 2014	26 y	1
Bayle Richardson SmithChartered Financial Analyst	Newport Beach, Ca	Dec 18, 2014	13 y	0
Tyler John Blue	Newport Beach, Ca	Aug 26, 2015	11 y	0
Nathaniel John SiinoChartered Financial Analyst	Newport Beach, Ca	May 6, 2016	10 y	0
Susan Jean Worsham	Newport Beach, Ca	Jan 18, 2018	20 y	0
Jacob Tyler Bracken	Newport Beach, Ca	Nov 21, 2019	11 y	0
Sage H Hale	Newport Beach, Ca	Nov 9, 2020	12 y	0
Lillian Fan Xia	Newport Beach, Ca	Apr 17, 2021	10 y	0
John Edward Filley	Newport Beach, Ca	May 24, 2021	10 y	0
Juella Mia Owenswaller	Newport Beach, Ca	Nov 4, 2021	25 y	1
Jeffry Harper Stuek	Newport Beach, Ca	Feb 9, 2022	26 y	0
Roy JiangChartered Financial Analyst	Newport Beach, Ca	Oct 3, 2022	13 y	0
William WuChartered Financial Analyst	Newport Beach, Ca	Oct 1, 2024	12 y	0
Michael P Barackman	Newport Beach, Ca	Feb 27, 2025	12 y	3
Roya Bouzari	Newport Beach, Ca	Mar 22, 2025	11 y	0

Advisor movement

0 left, 0 joined in 12 months

net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months

Left, latest

Michael Alexander Manos to Tide Cove Capital Partners LLC
Dec 22, 2021 · Other
Staci Pollock to J.P. Morgan Securities LLC
Jul 6, 2021 · Other
Danielle Rebecca Bronner to Composition Wealth, LLC
Oct 11, 2019 · Other
Dillon Joseph Essma to Prairieview Partners, LLC
Mar 23, 2016 · Other

Joined, latest

Juella Mia Owenswaller from Gsi Capital Advisors LLC
Nov 4, 2021 · Other
Michael P Barackman from Principal Securities, Inc.
Nov 11, 2019 · Other
Danielle Rebecca Bronner from Morgan Stanley
Jun 4, 2018 · Other
Robyn Ann Francis from Gsi Capital Advisors LLC
Dec 18, 2014 · Other

Every departure Every arrival

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

Kathy Guinnessey · Chief Financial Officercontrol
since 04/2020 · owns less than 5%
James Andrew Mcculloch · Secretarycontrol
since 02/2020 · owns less than 5%
Harpor Jeffry Stuek · Chief Executive Officercontrol
since 01/2020 · owns less than 5%
Smith Dirk Aulabaugh · Executive Vice President, Global Head Of Advisory Services
since 01/2020 · owns less than 5%
Ann Robyn Francis · Chief Compliance Officer
since 10/2015 · owns less than 5%

Entity owners

Green Street Parent LLC · Owner
direct · owns 75% or more
Emerald Aggregator G.P., LLC · General Partner
indirect · owns F of Emerald Aggregator, L.P.
Emerald Aggregator, L.P. · Shareholder
indirect · owns 75% or more of Emerald Midco, Inc.
Emerald Midco, Inc. · Shareholder
indirect · owns 75% or more of Emerald Purchaser, Inc.
Emerald Purchaser, Inc. · Member
indirect · owns 75% or more of Ggcof Gs Blocker, LLC
Emerald Purchaser, Inc. · Member
indirect · owns 50% to 75% of Green Street Intermediate Holdings, LLC
Green Street Intermediate Holdings, LLC · Member
indirect · owns 75% or more of Green Street Topco, LLC
Green Street Topco, LLC · Member
indirect · owns 75% or more of Green Street Parent LLC
Wcas Xiii Associates LLC · General Partner
indirect · owns F of Wcas Xiii, LP
Wcas Xiii, LP · Limited Partner
indirect · owns 75% or more of Emerald Aggregator, L.P.
Wcas Xiii, LP · Member
indirect · owns 75% or more of Emerald Aggregator G.P., LLC
Ggcof Gs Blocker, LLC · Member
indirect · owns 25% to 50% of Green Street Intermediate Holdings, LLC

Related persons

Schedule D 7.A

Green Street Advisors (Uk) Limited
investment advisern

Advisers that list Green Street as a related person

28937 n

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
Newport Beach, Ca · principal	16	0	0

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

State-registered IARs · 17 to 20
Dec 16, 2021 to Jan 12, 2022
Advisory employees · 15 to 14
Nov 18, 2021 to Dec 16, 2021
Employees · 19 to 20
Nov 18, 2021 to Dec 16, 2021
State-registered IARs · 18 to 17
Nov 18, 2021 to Dec 16, 2021
Advisory employees · 100 to 15
Oct 20, 2021 to Nov 9, 2021
Advisory activities · 3 to 1
Oct 20, 2021 to Nov 9, 2021
Corporate clients · 58.0 to unset
Oct 20, 2021 to Nov 9, 2021
HNW clients · 59.0 to unset
Oct 20, 2021 to Nov 9, 2021
Pension plan clients · 40.0 to unset
Oct 20, 2021 to Nov 9, 2021
Pooled vehicle clients · 8.0 to unset
Oct 20, 2021 to Nov 9, 2021
Employees · 150 to 19
Oct 20, 2021 to Nov 9, 2021
State-registered IARs · 100 to 18
Oct 20, 2021 to Nov 9, 2021
Other offices · 2 to 0
Oct 20, 2021 to Nov 9, 2021
Other offices · 1 to 2
Sep 1, 2021 to Oct 20, 2021
Other offices · 0 to 1
Apr 30, 2021 to Jul 1, 2021
Advisory employees · 84 to 100
Oct 28, 2020 to Feb 26, 2021
HNW clients · 38 to 59
Oct 28, 2020 to Feb 26, 2021
Pension plan clients · 37 to 40
Oct 28, 2020 to Feb 26, 2021
Pooled vehicle clients · 6 to 8
Oct 28, 2020 to Feb 26, 2021
Employees · 126 to 150
Oct 28, 2020 to Feb 26, 2021
Insurance-licensed employees · 1 to 0
Oct 28, 2020 to Feb 26, 2021
State-registered IARs · 84 to 100
Oct 28, 2020 to Feb 26, 2021
Other offices · 2 to 0
Oct 28, 2020 to Feb 26, 2021
Related broker-dealer · true to false
Oct 28, 2020 to Feb 26, 2021
Business name · GREEN STREET ADVISORS, LLC to GREEN STREET
Sep 8, 2020 to Oct 28, 2020
Advisory employees · 76 to 84
Dec 3, 2019 to Feb 12, 2020
BD registered reps · 18 to 0
Dec 3, 2019 to Feb 12, 2020
Corporate clients · 60 to 58
Dec 3, 2019 to Feb 12, 2020
HNW clients · unset to 38.0
Dec 3, 2019 to Feb 12, 2020
Individual clients · 20.0 to unset
Dec 3, 2019 to Feb 12, 2020
Pension plan clients · 31 to 37
Dec 3, 2019 to Feb 12, 2020
Pooled vehicle clients · unset to 6.0
Dec 3, 2019 to Feb 12, 2020
Employees · 99 to 126
Dec 3, 2019 to Feb 12, 2020
Insurance-licensed employees · 2 to 1
Dec 3, 2019 to Feb 12, 2020
State-registered IARs · 76 to 84
Dec 3, 2019 to Feb 12, 2020
Other offices · 1 to 2
Sep 19, 2019 to Dec 3, 2019
Related bank · true to false
Sep 19, 2019 to Dec 3, 2019
Insurance-licensed employees · 3 to 2
Jul 11, 2019 to Sep 19, 2019
Advisory employees · 78 to 76
Jan 28, 2019 to Feb 4, 2019
BD registered reps · 17 to 18
Jan 28, 2019 to Feb 4, 2019

Signals

6 dated events

James Andrew Mcculloch (Secretary) appeared on Schedule A of Green Street
Feb 11, 2022 · Control person joined · fact
Harpor Jeffry Stuek (Chief Executive Officer) appeared on Schedule A of Green Street
Nov 18, 2021 · Control person joined · fact
Kathy Guinnessey (Chief Financial Officer) appeared on Schedule A of Green Street
Nov 18, 2021 · Control person joined · fact
Green Street reported 18 state-registered advisory representatives, down from 100 (2021-10-20 to 2021-11-09)
Nov 9, 2021 · Advisor headcount change · derived
Arthur Craig Leupold (President) no longer on Schedule A of Green Street (listed 2019-12-03, absent 2020-02-12)
Feb 12, 2020 · Control person left · inference
Green Street Research, Llc filed its initial SEC registration (Form ADV)
Jul 24, 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

Firm profile: linkedin.com/company/green-street-advisorsreportedpublic record, Form ADV, Sep 17, 2026
Website: GREENSTREET.COMreportedpublic record, Form ADV, Sep 17, 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: Former SEC-registered adviserderiveda 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