Green Century Capital Management Inc (Boston)


Green Century Capital Management Inc is a large advisory firm based in Boston. It manages $640.03 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Colorado.

Green Century Capital Management provides portfolio management for investment companies and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Green Century Capital Management: assets under management

The assets under management (AUM) of Green Century Capital Management Inc is $640.03 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 958% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $640.03 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $160.01 million each.

Investments

The firm invests in exchange traded securities the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Green Century Capital Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Douglas Harville Phelps serves?

The only and largest group of clients of Douglas Harville Phelps is investment companies with 3 clients and $639.93 million of assets under management. Among the 10 most similar advisory firms, Green Century Capital Management has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $639.93 million for 3 clients. None of the firm’s clients are foreign persons or businesses.

Green Century Capital Management doesn't advise any private funds.

Careers at Green Century Capital Management Inc

The company employs 12 people that are either part- or full-time employees. 25 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Douglas Harville Phelps has been acting as President since 1 Sep 1996. John Russell Nolan joined the executive team most recently as the Vice President, Treasurer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Kristina Ann Curtis Vice president, treasurer 1 Aug 1991 Other 2419122
Paradigm Partners Shareholder 1 Aug 1991 75% - 100% 95-4348365
Adrienne Mai Shishko Clerk 1 Aug 1991 Other 2244722
Joshua Robert Kratka Director 1 Aug 1991 Other 4392830
Lawrence William Eason Director 1 Aug 1991 Other 4392837
Douglas Harville Phelps Director 1 Sep 1996 Other 4392804
Amy Perry Basseches Clerk 1 Feb 2003 Other 4719124
Amy Perry Basseches President 1 Dec 2003 Other 4719124
Robert Lang Berridge Clerk 1 Dec 2003 Other 4854834
Erin Wingfield Gray Director 1 Dec 2003 Other 4854842
Amy Furlong Puffer Chief compliance officer 1 Sep 2004 Other 2015016
Jory Ethan Berkwits Clerk 1 Sep 2005 Other 2367318
Amy Furlong Puffer Clerk 1 Mar 2006 Other 2015016
Wendy Wendlandt Director 1 Mar 2006 Other 5144999
Amy Furlong Puffer Clerk 1 May 2006 Other 2015016
Wendy Wendlandt President 1 May 2006 Other 5144999
Leslie Samuelrich Director 1 Nov 2012 Other 6245037
Leslie Samuelrich President 1 Oct 2013 Other 6245037
John Russell Nolan Vice president, treasurer 1 Dec 2018 Other 1334244

Indirect Owners

The SEC currently registers 21 indirect owners.

Name Entity Date acquired Ownership Employer ID
Inc. Massachusetts Public Interest Research Group Partner 1 Aug 1991 Other 04-2536325
Inc. Fund For The Public Interest Partner 1 Aug 1991 Other 04-2762647
Inc. Njpirg Citizen Lobby Partner 1 Aug 1991 Other 22-2708332
Inc. California Public Interest Research Group Partner 1 Aug 1991 Other 94-2559710
Inc. New Jersey Public Interest Research Group Citizen Lobby Partner 1 Aug 1991 Other 22-2708332
Massachusetts Public Interest Research Group Partner 1 Aug 1991 Other 04-2536325
Fund For Public Interest Research Partner 1 Aug 1991 Other 04-2762647
Citizen Lobby Of New Jersey Partner 1 Aug 1991 Other 22-2708332
California Public Interest Research Group Partner 1 Aug 1991 Other 94-2559710
Fund For The Public Interest Partner 1 Aug 1991 Other 04-2762647
Inc. Missouri Public Interest Research Group Citizen Organization Partner 1 May 1992 Other 43-1609044
Inc. Colorado Public Interest Research Group Partner 1 May 1992 Other 84-1188748
Mopirg Citizen Organization Partner 1 May 1992 Other 43-1609044
Colorado Citizen Lobby Partner 1 May 1992 Other 84-1188748
Colorado Public Interest Research Group Partner 1 May 1992 Other 84-1188748
Inc. Washington State Public Interest Research Group Partner 1 Jun 1992 Other 91-1554604
Washington State Public Interest Research Group Partner 1 Jun 1992 Other 91-1554604
Inc. Connpirg Citizen Lobby Partner 1 Sep 1992 Other 06-1341175
Connpirg Citizen Lobby Partner 1 Sep 1992 Other 06-1341175
Inc. Pirgim Public Interest Lobby Partner 1 Feb 1993 Other 38-2812867
Pirgim Public Interest Lobby Partner 1 Feb 1993 Other 38-2812867

Based in Boston

The principal office where Green Century Capital Management Inc performs its advisory services is located at 114 State Street Suite 200, Boston, MA 02109 2424, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-482-0800 or by fax 617-422-0881. The normal business hours are 9:00 am to 6:00 pm on Monday - Friday. You can find more information about the New York firm at greencentury.com.