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Building 2GREENWOOD RESOURCES CAPITAL MANAGEMENT LLC

Map pinPORTLAND, OR
Phone(971) 533-7065
NotebookSEC #801-74638
Total AUM
$1.3B
Employees
49
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 SW MAIN STREET
SUITE 1500
PORTLAND
OR 97204
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
(971) 533-7065

ReceiptFinancials

Total AUM
$1.3B
Accounts
5
Discretionary
$6.2M
Accounts
1
Non-Discretionary
$1.3B
Accounts
4

ContactClients

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Pooled Vehicle Clients
3
AUM
$972.8M
Insurance Company Clients
2
AUM
$352.5M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
OR

HandshakeAffiliates

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Affiliates
Reported 22 business affiliates.
Claimed Affiliates
Reported as an affiliate by 8 other businesses.

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