SourcingSourcing

GREENHOUSE FUNDS LLLP

C21
CRD 169840·SEC 801-80782·BALTIMORE, MD
AUM
$2.93B
$1B+
Est. Revenue
$29.3M
@ 1% on AUM
Est. EBITDA
$8.8M
@ 30% margin
Est. Deal Value
$70.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GREENHOUSE FUNDS LLLP
CRD
169840
SEC file #
801-80782
EIN
800844225
DBA names
—

Economics

AUM
$2.93B
AUM band
$1B+
AUM trajectory
'20'26
$628.0M → $2.93B▲ +366%
Client mix
Pooled Investment Vehicles9
Investment Companies2

Operations

Employees (total)
9
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
4 advisors → 5 advisors▲ +25%
Primary office
BALTIMORE MD
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
greenhousefunds.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BAIRD FINANCIAL CORPORATION
Top Owner Pct
17.5
Top Owner Entity Kind
DE
Owner Count
14
Control Persons
BAIRD FINANCIAL CORPORATION
BARRY, SCOTT, CHARLES
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GREENHOUSEFUNDS.COM
Rdap Domain Creation Date
2013-05-15T00:11:39Z
Rdap Firm Age Years
13
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001648711
Edgar Registered
Yes
Edgar Filing Count
48
Edgar First Filing Date
2015-08-14
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
46
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001648711-26-000004

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Morgan Stanley9
Jpmorgan8
E*trade4
Northern Trust2
Edgar Addresses
Mailing
777 E. WISCONSIN AVENUEMILWAUKEE, WI 53202
Business
777 E. WISCONSIN AVENUEMILWAUKEE, WI 53202
Edgar EIN
800844225
Edgar Recent Filings
13F-HR2026-05-14 · 0001648711-26-000004
13F-HR2026-02-13 · 0001648711-26-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-15T00:11:39Z
Rdap Domain Last Changed
2026-03-15T06:39:29Z
Rdap Nameservers
Ns27.worldnic.comNs28.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
Yes

People (11)

11
BARRY, SCOTT, CHARLES
Direct Owner · 17.5%
2009744
LANDY, BENJAMIN, DAVID
Direct Owner · 17.5%
6775841
MILANO, KIRSTEN, TARA
Direct Owner · 17.5%
6376999
MORRIS, CHARLES, ALAN
Direct Owner · 17.5%
1781800
SCOTT ALEXANDER MAFALE
Executive Officer · 2.5%
6521143
MILANO, JOSEPH, MICHAEL
Executive Officer · 2.5%
6348021
MILLER, DANIEL, PATRICK
Executive Officer · 2.5%
5524085
MITCHELL, PATRICK, JOSEPH
Executive Officer · 2.5%
5077500
NEIS, JOHN, JAMESON
Executive Officer · 2.5%
3126593
REESE, CHARLES, RICHARD
Executive Officer · 2.5%
6356394
MICHAEL J VANDER ROEST
Executive Officer · 2.5%
5817446