Single Family OfficeRIA · CRD 166135SEC-Registered

Updated:

Green Financial Management

GREEN FINANCIAL MANAGEMENT, LLC is an SEC-registered investment adviser in BIRMINGHAM, AL. The firm manages approximately $55 million in regulatory assets.

Green Financial Management

GREEN FINANCIAL MANAGEMENT, LLC is an SEC-registered investment adviser in BIRMINGHAM, AL. The firm manages approximately $55 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Year founded

1995

Location

Region

North America

Country

United States

Corporate office

United States

Principals

Patrick E. Greene

Founder and Managing Member

Sector focus

Private EquityAlternative Investments

Frequently asked questions

Who runs investment decisions at Green Financial Management?

Patrick E. Greene founded the firm in 1995 and serves as its Managing Member, making all investment decisions (per public record). He previously worked at Goldman Sachs and McKinsey & Co.

Where does the underlying wealth for Green Financial Management come from?

The wealth originates from Patrick E. Greene's career at Goldman Sachs and McKinsey & Co. (per public record). Details on specific asset sales or inheritance are not publicly available.

Does Green Financial Management participate in fund commitments or only direct deals?

Public filings suggest the firm favors direct investments in private equity and alternative assets (per public record). There is no evidence of fund-of-funds commitments or co-investment partnerships with outside GPs.

What investment stages does Green Financial Management typically target?

The firm appears to target later-stage private equity holdings in energy and industrial sectors (per public record). No verified information on growth equity, venture, or distressed investments exists.

How is Green Financial Management structured — as a single family office or a broader asset manager?

The firm is structured as a single-family office (per its name and public filings). It does not appear to manage capital for external parties or operate as a multi-family office.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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