Green Square Capital, LLC Employee Directory

Investment ManagementTennessee, United States11-50 Employees

Green Square Capital, LLC operates as an independent boutique wealth management firm focused on cash flow–oriented investment strategies for a diverse client base that includes families, endowments, foundations, family offices, and financial institutions. The firm emphasizes a customized institutional investment process tailored to first- and second-generation entrepreneurs, offering two client experiences—Wealth Advisory and Family Office—and a four-square service promise centered on objectivity, high service standards, consolidated reporting, and collaboration with key advisors. Based in Memphis, Tennessee, the company serves approximately 100 families across the United States and manages more than $1.5 billion in client assets, illustrating its role within the investment management sector as a specialized provider of structured, client-aligned investment approaches. A notable development in its recent activity includes acquiring a stake in Main Street Capital during the second quarter, reflecting strategic portfolio moves alongside its ongoing advisory services.

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