Greenwood Investors LLC
Greenwood Investors LLC is an SEC-registered wealth manager in New York, NY with $179.8M assets under management (AUM, regulatory AUM), +54% over one year. See who owns Greenwood Investors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 155088, SEC 801-113075, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $179.8M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- New York, NY
- Employees
- 4
- Clients
- 35
- CRD
- 155088
- Ownership
- CARUCCI, GRACE; Torino, Christopher; WOOD, STEVEN, DUNCAN; CARUCCI, JOSEPH, EDWARD; Giertl, Kvetoslava
How much AUM does Greenwood Investors LLC have?
Greenwood Investors LLC reported $179.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Greenwood Investors LLC?
Disclosed owners and executives of Greenwood Investors LLC include CARUCCI, GRACE, Torino, Christopher, WOOD, STEVEN, DUNCAN, CARUCCI, JOSEPH, EDWARD, Giertl, Kvetoslava. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.