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Building 2GREENWOOD INVESTORS LLC

Map pinNEW YORK, NY
Phone212-920-4207
NotebookSEC #801-113075
Total AUM
$179.8M
Employees
4
Clients
37

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1270 AVENUE OF THE AMERICAS
7TH FLOOR
NEW YORK
NY 10020
United States
Operating Hours
BY APPOINTMENTS ONLY
BY APPOINTMENTS ONLY
Phone
212-920-4207
Other Offices
1

ReceiptFinancials

Total AUM
$179.8M
Accounts
43
Discretionary
$175.9M
Accounts
39
Non-Discretionary
$3.9M
Accounts
4

ContactClients

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Individual Clients
23
AUM
$2.3M
HNW Individual Clients
7
AUM
$5.3M
Pooled Vehicle Clients
5
AUM
$168.1M
Corporation or Business Clients
1
AUM
$2.5M
Other Clients
1
AUM
$1.7M
Description of Other Clients
PRIVATE INSTITUTIONS

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
BOARD DIRECTORSHIP FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLANYTX

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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