Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM
Total Accounts
10Y AUM Change
Private Funds
Private funds reported by Greenhouse Funds Lllp
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees
Clients per Employee
10Y Employee Change
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
Ownership
Reported direct and indirect ownership ranges
Each range applies to a separate reported relationship and should not be added together.
Reported ownership ranges
Highlighted bands show the percentage range reported in Form ADV.
0%25%50%75%100%
JOSEPH MICHAEL MILANODirect owner · Schedule AInterest in GREENHOUSE FUNDS LLLP
10% to < 25%
KIRSTEN TARA MILANODirect owner · Schedule AInterest in GREENHOUSE FUNDS LLLP
10% to < 25%
J M MILANO TR JOSEPH M MILANO, REV TRUST DTD 3/30/11 AND K T MILANO TR KIRSTEN T MILANO, REV TRUST DTD 3/30/11 TEN COMDirect owner · Schedule AInterest in GREENHOUSE FUNDS LLLP
10% to < 25%
BAIRD FINANCIAL CORPORATIONDirect owner · Schedule AInterest in GREENHOUSE FUNDS LLLP
10% to < 25%
CHARLES ALAN MORRISDirect owner · Schedule AInterest in GREENHOUSE FUNDS LLLP
10% to < 25%
SCOTT CHARLES BARRYDirect owner · Schedule AInterest in GREENHOUSE FUNDS LLLP
10% to < 25%
BENJAMIN DAVID LANDYDirect owner · Schedule AInterest in GREENHOUSE FUNDS LLLP
10% to < 25%
PATRICK JOSEPH MITCHELLDirect owner · Schedule AInterest in GREENHOUSE FUNDS LLLP
5% to < 10%
GREENHOUSE GP LLCDirect owner · Schedule AInterest in GREENHOUSE FUNDS LLLP
< 5%
DANIEL PATRICK MILLERDirect owner · Schedule AInterest in GREENHOUSE FUNDS LLLP
< 5%
SCOTT ALEXANDER MAFALEDirect owner · Schedule AInterest in GREENHOUSE FUNDS LLLP
< 5%
BAIRD FINANCIAL GROUP, INC.Indirect owner · Schedule BInterest in BAIRD FINANCIAL CORPORATION
75%+
JOSEPH MICHAEL MILANOIndirect owner · Schedule BInterest in GREENHOUSE GP LLC
50% to < 75%
J M MILANO TR JOSEPH M MILANO, REV TRUST DTD 3/30/11 AND K T MILANO TR KIRSTEN T MILANO, REV TRUST DTD 3/30/11 TEN COMIndirect owner · Schedule BInterest in GREENHOUSE GP LLC
25% to < 50%
Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Greenhouse Funds Lllp.
Reported ownership and control details
Form ADV · Filing date 2026-09-11 · Schedules A and B
| # | Owner / person & role | Interest in entity | Reported interest | Control person | Title / status acquired | Source |
|---|---|---|---|---|---|---|
| 1 | JOSEPH MICHAEL MILANOCHIEF INVESTMENT OFFICERIndividual | GREENHOUSE FUNDS LLLP | Less than 5%Code NA | Yes | CHIEF INVESTMENT OFFICER06/2013 | Schedule APDF page 47 |
| 2 | PATRICK JOSEPH MITCHELLCHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICERIndividual | GREENHOUSE FUNDS LLLP | Less than 5%Code NA | Yes | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER07/2013 | Schedule APDF page 47 |
| 3 | JOSEPH MICHAEL MILANODIRECTORIndividual | GREENHOUSE FUNDS LLLP | Less than 5%Code NA | Yes | DIRECTOR03/2014 | Schedule APDF page 47 |
| 4 | JOSEPH MICHAEL MILANOTRUSTEEIndividual | GREENHOUSE FUNDS LLLP | 10% to less than 25%Code B | Yes | TRUSTEE03/2011 | Schedule APDF page 47 |
| 5 | KIRSTEN TARA MILANOTRUSTEEIndividual | GREENHOUSE FUNDS LLLP | 10% to less than 25%Code B | Yes | TRUSTEE03/2011 | Schedule APDF page 47 |
| 6 | J M MILANO TR JOSEPH M MILANO, REV TRUST DTD 3/30/11 AND K T MILANO TR KIRSTEN T MILANO, REV TRUST DTD 3/30/11 TEN COMLIMITED PARTNERDomestic entity | GREENHOUSE FUNDS LLLP | 10% to less than 25%Code B | Yes | LIMITED PARTNER06/2013 | Schedule APDF page 47 |
| 7 | BAIRD FINANCIAL CORPORATIONLIMITED PARTNERDomestic entity | GREENHOUSE FUNDS LLLP | 10% to less than 25%Code B | Yes | LIMITED PARTNER03/2014 | Schedule APDF page 47 |
| 8 | CHARLES RICHARD REESEDIRECTORIndividual | GREENHOUSE FUNDS LLLP | Less than 5%Code NA | Yes | DIRECTOR03/2014 | Schedule APDF page 47 |
| 9 | GREENHOUSE GP LLCGENERAL PARTNERDomestic entity | GREENHOUSE FUNDS LLLP | Less than 5%Code NA | Yes | GENERAL PARTNER06/2013 | Schedule APDF page 47 |
| 10 | CHARLES ALAN MORRISLIMITED PARTNERIndividual | GREENHOUSE FUNDS LLLP | 10% to less than 25%Code B | Yes | LIMITED PARTNER01/2015 | Schedule APDF page 47 |
| 11 | CHARLES ALAN MORRISDIRECTORIndividual | GREENHOUSE FUNDS LLLP | Less than 5%Code NA | Yes | DIRECTOR11/2016 | Schedule APDF page 47 |
| 12 | PATRICK JOSEPH MITCHELLLIMITED PARTNERIndividual | GREENHOUSE FUNDS LLLP | 5% to less than 10%Code A | Yes | LIMITED PARTNER01/2017 | Schedule APDF page 47 |
| 13 | SCOTT CHARLES BARRYLIMITED PARTNERIndividual | GREENHOUSE FUNDS LLLP | 10% to less than 25%Code B | Yes | LIMITED PARTNER01/2017 | Schedule APDF page 47 |
| 14 | BENJAMIN DAVID LANDYLIMITED PARTNERIndividual | GREENHOUSE FUNDS LLLP | 10% to less than 25%Code B | Yes | LIMITED PARTNER01/2017 | Schedule APDF page 47 |
| 15 | JOHN JAMESON NEISDIRECTORIndividual | GREENHOUSE FUNDS LLLP | Less than 5%Code NA | Yes | DIRECTOR10/2019 | Schedule APDF page 47 |
| 16 | DANIEL PATRICK MILLERLIMITED PARTNERIndividual | GREENHOUSE FUNDS LLLP | Less than 5%Code NA | Yes | LIMITED PARTNER01/2021 | Schedule APDF page 47 |
| 17 | DANIEL PATRICK MILLERCHIEF OPERATING OFFICERIndividual | GREENHOUSE FUNDS LLLP | Less than 5%Code NA | Yes | CHIEF OPERATING OFFICER01/2025 | Schedule APDF page 47 |
| 18 | SCOTT ALEXANDER MAFALELIMITED PARTNERIndividual | GREENHOUSE FUNDS LLLP | Less than 5%Code NA | Yes | LIMITED PARTNER01/2025 | Schedule APDF page 47 |
| 19 | MICHAEL J VANDER ROESTDIRECTORIndividual | GREENHOUSE FUNDS LLLP | Less than 5%Code NA | Yes | DIRECTOR04/2026 | Schedule APDF page 47 |
| 20 | JOSEPH MICHAEL MILANOMEMBERIndividual | GREENHOUSE GP LLC | 50% to less than 75%Code D | Yes | MEMBER06/2013 | Schedule BPDF page 48 |
| 21 | BAIRD FINANCIAL GROUP, INC.SHAREHOLDERDomestic entity | BAIRD FINANCIAL CORPORATION | 75% or moreCode E | Yes | SHAREHOLDER12/2020 | Schedule BPDF page 48 |
| 22 | J M MILANO TR JOSEPH M MILANO, REV TRUST DTD 3/30/11 AND K T MILANO TR KIRSTEN T MILANO, REV TRUST DTD 3/30/11 TEN COMMEMBERDomestic entity | GREENHOUSE GP LLC | 25% to less than 50%Code C | Yes | MEMBER11/2016 | Schedule BPDF page 48 |
Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.
Compliance & Disclosures
Filing dated 9/11/2026 2:07:18 PM
Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.
RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No
In the past ten years, have you or any advisory affiliate:
- A1Been convicted of or pleaded guilty or no contest to a felony?No
- A2Been charged with a felony?No
BMisdemeanors2 No
In the past ten years, have you or any advisory affiliate:
- B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
- B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No
Has the SEC or CFTC ever:
- C1Found you or an advisory affiliate made a false statement or omission?No
- C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
- C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
- C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No
Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:
- D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
- D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
- D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
- D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No
Has a self-regulatory organization or commodities exchange ever:
- E1Found you or an advisory affiliate made a false statement or omission?No
- E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
- E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
- FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
- GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No
(1) Court actions
Has a domestic or foreign court:
- H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
- H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
- H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No
(2) Pending civil proceedings
- H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.