{
  "crd_number": 339480,
  "slug": "green-mountain-investment-research-llc-san-diego-ca-339480",
  "primary_business_name": "GREEN MOUNTAIN INVESTMENT RESEARCH LLC",
  "legal_name": "GREEN MOUNTAIN INVESTMENT RESEARCH LLC",
  "dbas": [],
  "city": "San Diego",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41740",
  "metro": {
    "cbsa_code": "41740",
    "common_name": "San Diego",
    "msa_name": "San Diego-Chula Vista-Carlsbad, CA",
    "path": "/advisors/ca/san-diego"
  },
  "registration_type": "exempt",
  "registration_status": "State ERA - ACTIVE",
  "registration_date": "2026-09-01",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-03-09",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://gmir-invest.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/339480",
  "city_as_filed": "SAN DIEGO",
  "url": "https://advisorcensus.com/firm/green-mountain-investment-research-llc-san-diego-ca-339480",
  "display_name": "Green Mountain Investment Research LLC",
  "summary": "Green Mountain Investment Research LLC is an exempt reporting adviser in San Diego, CA, filing reports since 2026. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Green Mountain Investment Research LLC (CRD 339480): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Green Mountain Investment Research LLC located?",
      "a": "Green Mountain Investment Research LLC's principal office is in San Diego, CA, according to its Form ADV."
    },
    {
      "q": "How does Green Mountain Investment Research LLC report to regulators?",
      "a": "Green Mountain Investment Research LLC is an exempt reporting adviser, filing reports since 2026. Exempt reporting advisers file a shorter Form ADV. Status as filed: State ERA - ACTIVE. CRD 339480."
    },
    {
      "q": "Does Green Mountain Investment Research LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/339480"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/green-mountain-investment-research-llc-san-diego-ca-339480.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/339480",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
