Greenwood Pine Partners, Llc
- Regulatory AUM
- $22.9M
- Discretionary
- $22.9M
- Clients
- 2
- Avg AUM / client
- $11.4M
- Accounts
- 2
- Employees
- 29
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| State or municipal government entities | 2 | $22.9M | 100.0% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cates, George, Staley | Vice Chairman, Shareholder, Director | Aug 1987 (39y) | ≈ 6.25% – 25% via Southeastern Asset Management Inc. | |
| Arrindell, Brandon, Kelsey | Ceo, Managing Member, Portfolio Manager | Apr 2021 (5y) | 50% – 75% | |
| Mccarroll, Andrew, Rowan | General Counsel / Cco | Apr 2021 (5y) | Less than 5% | |
| Pressgrove, Jessica, Boggan | Chief Financial Officer | Apr 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Southeastern Asset Management Inc. | Member | Apr 2021 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Cates, George, Staley: 25% – 50% of Southeastern Asset Management Inc. × 25% – 50% direct ≈ 6.25% – 25% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.14 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
Services
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Northern Trust $22.9M (100% of AUM) Mar 2026
- BNY Mellon $5.4M (19% of AUM) Mar 2025
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: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗