{
  "crd_number": 289373,
  "slug": "greenstar-advisors-289373",
  "primary_business_name": "GREENSTAR ADVISORS",
  "legal_name": "GREENSTAR ADVISORS, LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2017-10-30",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-01-29",
  "carried_forward": false,
  "raum_total": 48359934.0,
  "raum_discretionary": 48359934.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 6942266.0,
      "count": 23
    },
    "high_net_worth_individuals": {
      "raum": 41417668.0,
      "count": 16
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "CO"
  ],
  "websites": [
    "https://facebook.com/GreenStar-Advisors-1559002720833839",
    "https://greenstaradvisors.com",
    "https://instagram.com/greenstaradvisors",
    "https://linkedin.com/company/4965594/admin",
    "https://twitter.com/GreenStarAdv"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/289373",
  "listing_state": "CO",
  "disclosure_items": [
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/greenstar-advisors-289373",
  "display_name": "Greenstar Advisors",
  "summary": "Greenstar Advisors is a state-registered investment advisory firm, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 29, 2026.",
  "citation": "AdvisorCensus. Greenstar Advisors (CRD 289373): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Greenstar Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Greenstar Advisors reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Greenstar Advisors registered with the SEC or a state?",
      "a": "Greenstar Advisors is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 289373."
    },
    {
      "q": "How much does Greenstar Advisors manage?",
      "a": "Greenstar Advisors reports $48,359,934 in regulatory assets under management in its Form ADV filing dated January 29, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Greenstar Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (23); high net worth individuals (16)."
    },
    {
      "q": "Does Greenstar Advisors report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/289373"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/greenstar-advisors-289373.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 23,
      "fewer_than_5": false,
      "raum": 6942266.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 16,
      "fewer_than_5": false,
      "raum": 41417668.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "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/289373",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
