Greenwood Investors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $180M in regulatory assets under management, 4 employees, 1 office, and 43 accounts.
Assets Under Management
$180M
Employees
4
Offices
1 office
Total Clients
35
Primary office
NEW YORK, NY
1270 AVENUE OF THE AMERICAS, 7TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 65.7% of total clients.
Top client categories% of clientsClients
1
Individuals
65.7%
23
2
HNWI
20.0%
7
3
Pooled Investment Vehicles
14.3%
5
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
PRIVATE INSTITUTIONS<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$180Mas of March 31, 2026
Discretionary97.9%
$176M
98% of total RAUM97.9%
Non-discretionary2.1%
$4M
2% of total RAUM2.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$180M
Total Accounts43
10Y AUM Change+$146M (+425.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee9:1
10Y Employee Change+1 (+33.3%)
* 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.