Greenwood Investors Llc
- Regulatory AUM
- $180M
- Discretionary
- $176M
- Clients
- 35
- Avg AUM / client
- $5.1M
- Accounts
- 43
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 23 | $2.3M | 1.26% |
| High net worth individuals | 7 | $5.3M | 2.92% |
| Pooled investment vehicles (non-investment companies) | 5 | $168M | 93.5% |
| Corporations and other businesses | Fewer than 5 | $2.5M | 1.37% |
| Other | Fewer than 5 | $1.7M | 0.93% |
Private funds (7)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $87.6M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Greenwood Builders Fund I, Lp master | Hedge Fund | Delaware | $39.0M | 39 |
| Greenwood Builders Fund Ii Lp master | Hedge Fund | Delaware | $22.7M | 24 |
| Greenwood Offshore Builders Fund I feeder | Hedge Fund | Cayman Islands | $18.3M | 10 |
| Greenwood Global Micro Fund, Lp master | Hedge Fund | Delaware | $3.9M | 23 |
| Greenwood Offshore Builders Fund Ii feeder | Hedge Fund | Cayman Islands | $3.1M | 9 |
| Greenwood Global Fund feeder | Hedge Fund | Cayman Islands | $305K | 4 |
| Greenwood Builders Fund Iii Lp | Hedge Fund | Delaware | $297K | 4 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Steven Duncan Wood | Managing Member | CFA | Sep 2010 (16y) | 75% or more |
| Carucci, Grace | Silent Member | Jan 2014 (13y) | 5% – 10% | |
| Carucci, Joseph, Edward | Silent Member | Jan 2014 (13y) | 5% – 10% | |
| Torino, Christopher | Member | Jan 2020 (7y) | Less than 5% | |
| Giertl, Kvetoslava | Chief Compliance Officer | Mar 2020 (6y) | Less than 5% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (7, $87.6M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Greenwood Builders Fund I, Lp | Hedge Fund | $39.0M | $100K | 39 |
| Greenwood Builders Fund Ii Lp | Hedge Fund | $22.7M | $100K | 24 |
| Greenwood Offshore Builders Fund I | Hedge Fund | $18.3M | $100K | 10 |
| Greenwood Global Micro Fund, Lp | Hedge Fund | $3.9M | $100K | 23 |
| Greenwood Offshore Builders Fund Ii | Hedge Fund | $3.1M | $100K | 9 |
| Greenwood Global Fund | Hedge Fund | $305K | $100K | 4 |
| Greenwood Builders Fund Iii Lp | Hedge Fund | $297K | $100K | 4 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/14/2026 | 3.52 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • BOARD DIRECTORSHIP FEES
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Interactive Brokers $4.7M (3% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 14, 2026.
View current Form ADV (SEC/IAPD) ↗