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Green Capital Private Wealth

EST. AUM
$150,000,000

CONTACTS

CLIENT ACCOUNTS
1

Firm Details

Metro area Miami
CRD Number 323357
Website gcprivatewealth.com
Client types

Overview

Green Capital Private Wealth LLC is a U.S.-based SEC-registered investment adviser headquartered in Miami, Florida. The firm provides discretionary and non-discretionary portfolio management, financial planning, and advisory services primarily to institutional clients, trusts, and estate-related accounts. It does not target retail or high-net-worth individual clients, positioning itself closer to a family office or institutional advisory model. The firm offers asset allocation and manager selection services, often allocating capital across third-party investment strategies rather than directly managing pooled investment vehicles. With a lean team, Green Capital focuses on fiduciary oversight, portfolio construction, and tailored investment solutions for non-retail clients.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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