Investment adviser · CRD 138322

GREENWOOD INVESTMENTS, INC.

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

· Form ADV filed Mar 27, 2020

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

5 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

SHAWKEMO HILLS LIMITED PARTNERSHIPHedge Fund · Last reported Mar 27, 2020$22.9MGross asset value
Fund administrator ESSENTIAL FUND SERVICES LLC NEW ROCHELLE, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RAINES AND FISCHER LLP NEW YORK, New York, United States
Custodian FIRST REPUBLIC BANK BOSTON, Massachusetts, United States Related to adviser: No
Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No
Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RAINES AND FISCHER LLP
PCAOB 3760

FIRST REPUBLIC BANK
LEI YWC0TIKBQM2JV8L4IV

INTERACTIVE BROKERS LLC
SEC 8-47257

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Fund details & source
Fund ID
805-7094869326
Reported beneficial owners
5
Minimum commitment
$500K

Form ADV 1403936 · Mar 27, 2020 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

GREENWOOD CAPITAL LIMITED PARTNERSHIPHedge Fund · Last reported Mar 27, 2020$7.92MGross asset value

Form D fundraising filings

GREENWOOD CAPITAL LIMITED PARTNERSHIP

Fund administrator ESSENTIAL FUND SERVICES LLC NEW ROCHELLE, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RAINES AND FISCHER LLP NEW YORK, New York, United States
Custodian FIRST REPUBLIC BANK BOSTON, Massachusetts, United States Related to adviser: No
Custodian WELLS FARGO PRIME SERVICES, LLC SAN FRANCISCO, California, United States Related to adviser: No
Prime broker WELLS FARGO PRIME SERVICES, LLC SAN FRANCISCO, California, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RAINES AND FISCHER LLP
PCAOB 3760

FIRST REPUBLIC BANK
LEI YWC0TIKBQM2JV8L4IV

WELLS FARGO PRIME SERVICES, LLC
SEC 8-66677

WELLS FARGO PRIME SERVICES, LLC
CRD 133068 · SEC 8-66677

Fund details & source
Fund ID
805-6327549316
Reported beneficial owners
30
Minimum commitment
$500K
Form D file number
021-190031

Form ADV 1403936 · Mar 27, 2020 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

GREENWOOD INVESTORS LIMITED PARTNERSHIPHedge Fund · Last reported Oct 11, 2012$76.9MGross asset value
Auditor MCGLADREY AND PULLEN, LLP NEW YORK, New York, United States
Custodian MERLIN SECURITIES, LLC SAN FRANCISCO, California, United States Related to adviser: No
Prime broker MERLIN SECURITIES, LLC SAN FRANCISCO, California, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

MERLIN SECURITIES, LLC
SEC 8-66677

MERLIN SECURITIES, LLC
CRD 133068 · SEC 8-66677

Fund details & source
Fund ID
805-1010817660
Reported beneficial owners
5
Minimum commitment
$500K

Form ADV 674193 · Oct 11, 2012 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PVF-ST, LPHedge Fund · Last reported Mar 6, 2014$62.6MGross asset value
Fund administrator BANK OF NEW YORK MELLON EVERETT, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian BANK OF NEW YORK MELLON EVERETT, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-2374003521
Reported beneficial owners
2
Minimum commitment
$1M

Form ADV 794395 · Mar 6, 2014 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MGPLA, L.P.Hedge Fund · Last reported Nov 3, 2016$43.6MGross asset value
Fund administrator ESSENTIAL FUND SERVICES, LLC NEW ROCHELLE, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP NEW YORK, New York, United States
Custodian WELLS FARGO PRIME SERVICES, LLC SAN FRANCISCO, California, United States Related to adviser: No
Prime broker WELLS FARGO PRIME SERVICES, LLC SAN FRANCISCO, California, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

WELLS FARGO PRIME SERVICES, LLC
SEC 8-66677

WELLS FARGO PRIME SERVICES, LLC
CRD 133068 · SEC 8-66677

Fund details & source
Fund ID
805-9740122692
Reported beneficial owners
1
Minimum commitment
$10M

Form ADV 1047093 · Nov 3, 2016 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 27, 2020. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

CRD 138322

Filing source

Form ADV 1403936 · Mar 27, 2020 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.