Data / Investment advisers / New York / Greenwood Investors LLC
Greenwood Investors LLC, New York, NY: $180 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Greenwood Investors LLC is an SEC registered investment adviser with its main office in New York, New York and reports $180 million in regulatory assets under management in its Form ADV filed July 14, 2026. Its clients include pooled investment vehicles, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 10 private funds.
The request: Watch Greenwood Investors LLC (CRD number 155088): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 155088
- SEC file number
- 801-113075
- SEC status
- Approved, effective April 27, 2018
- Main office
- 1270 Avenue of the Americas 7th Floor, New York, NY 10020
- Phone
- (212) 920-4207
- Website
- gwinvestors.com
- Regulatory AUM
- $179,785,599 in the Form ADV filed July 14, 2026
- Discretionary AUM
- $175,933,554
- Non discretionary AUM
- $3,852,045
- Accounts
- 43
- Employees
- 4, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 10: 10 hedge funds
- Gross assets of private funds
- $237,254,649
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 14, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 5 | $168.1 million |
| High net worth individuals | 7 | $5.3 million |
| Corporations or other businesses | Fewer than 5 | $2.5 million |
| Individuals (other than high net worth individuals) | 23 | $2.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $179.8 million | March 31, 2026 |
| December 1, 2025 | $116.5 million | March 31, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Cleanhill Partners | New York | $184.4 million | 8 | adviserinfo.sec.gov |
| Emmett Investment Management, LP | New York | $181.6 million | 1 | adviserinfo.sec.gov |
| Richard Bernstein Advisors LLC | New York | $180.8 million | Not listed | adviserinfo.sec.gov |
| 2e Capital Partners LP | New York | $180 million | 1 | adviserinfo.sec.gov |
| Daventry Group LP | New York | $179.9 million | 1 | adviserinfo.sec.gov |
| Arc24 Management, LP | New York | $179.7 million | 1 | adviserinfo.sec.gov |
| Ajf Capital Management, Inc. | New York | $178.5 million | Not listed | adviserinfo.sec.gov |
| Index Technologies Group LLC | New York | $178.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers serving high net worth individuals
- Advisers that manage private funds
- Greenwood Investors LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.