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GREENWOOD INVESTORS LLC
CRD 155088 · SEC 801-113075
1270 AVENUE OF THE AMERICAS, 7TH FLOOR, NEW YORK, NY, 10020, United States
Phone
212-920-4207
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$179.8M
Discretionary AUM
$175.9M
Team
4 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees; BOARD DIRECTORSHIP FEES
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $2.3M |
| High net worth individuals | 7 | $5.3M |
| Pooled investment vehicles | 5 | $168.1M |
All web addresses on file
Official SEC filing: View on IAPD