Investment adviser · CRD 155088
GREENWOOD INVESTORS LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Jul 14, 2026
- Regulatory AUM
- $180M Form ADV · Item 5.F
- Client accounts
- 43 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 5 | $168,136,756 | 93.5% |
| High-net-worth individuals | 7 | $5,252,331 | 2.9% |
| Corporations & businesses | Fewer than 5 | $2,457,064 | 1.4% |
| Individuals | 23 | $2,273,602 | 1.3% |
| Other clients | Fewer than 5 | $1,665,846 | 0.9% |
Filing source
Form ADV 2119684 · Jul 14, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
7 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
GREENWOOD BUILDERS FUND I, LPHedge Fund · Last reported Jul 14, 2026$71.7MGross asset value
Form D fundraising filings
Feeder funds
- GREENWOOD OFFSHORE BUILDERS FUND I
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
RICHEY, MAY & CO., LLP
PCAOB 673
INTERACTIVE BROKERS LLC
SEC 8-47257
TD BANK NA
LEI 03D0JEWFDFUS0SEEKG89
INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257
Fund details & source
- Fund ID
- 805-7348516475
- Reported beneficial owners
- 29
- Minimum commitment
- $100K
- Form D file number
- 021-337203
Form ADV 2119684 · Jul 14, 2026 · 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 BUILDERS FUND IV LPHedge Fund · Last reported Jul 14, 2026$42.8MGross asset value
Form D fundraising filings
Feeder funds
- GREENWOOD OFFSHORE BUILDERS FUND IV
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
RICHEY, MAY & CO., LLP
PCAOB 673
INTERACTIVE BROKERS LLC
SEC 8-47257
TD BANK NA
LEI 03D0JEWFDFUS0SEEKG89
INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257
Fund details & source
- Fund ID
- 805-6112219027
- Reported beneficial owners
- 16
- Minimum commitment
- $100K
- Form D file number
- 021-542609
Form ADV 2119684 · Jul 14, 2026 · 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 BUILDERS FUND II LPHedge Fund · Last reported Jul 14, 2026$22.3MGross asset value
Form D fundraising filings
GreenWood Builders Fund II, LP
Feeder funds
- GREENWOOD OFFSHORE BUILDERS FUND II
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
RICHEY, MAY & CO., LLP
PCAOB 673
INTERACTIVE BROKERS LLC
SEC 8-47257
TD BANK NA
LEI 03D0JEWFDFUS0SEEKG89
INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257
Fund details & source
- Fund ID
- 805-2821201485
- Reported beneficial owners
- 12
- Minimum commitment
- $100K
- Form D file number
- 021-406834
Form ADV 2119684 · Jul 14, 2026 · 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 BUILDERS FUND V LPHedge Fund · Last reported Jul 14, 2026$19.7MGross asset value
Form D fundraising filings
Feeder funds
- GREENWOOD OFFSHORE BUILDERS FUND V
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
RICHEY, MAY CO LLP
PCAOB 673
INTERACTIVE BROKERS LLC
SEC 8-47257
TD BANK NA
LEI 03D0JEWFDFUS0SEEKG89
INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257
Fund details & source
- Fund ID
- 805-8887851723
- Reported beneficial owners
- 12
- Minimum commitment
- $100K
- Form D file number
- 021-545697
Form ADV 2119684 · Jul 14, 2026 · 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 GLOBAL MICRO FUND, LPHedge Fund · Last reported Jul 14, 2026$11.6MGross asset value
Form D fundraising filings
Greenwood Global Micro Fund, LP
Feeder funds
- GREENWOOD GLOBAL FUND
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
RICHEY, MAY & CO., LLP
PCAOB 673
INTERACTIVE BROKERS LLC
SEC 8-47257
TD BANK NA
LEI 03D0JEWFDFUS0SEEKG89
INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257
Fund details & source
- Fund ID
- 805-2560752341
- Reported beneficial owners
- 23
- Minimum commitment
- $100K
- Form D file number
- 021-207607
Form ADV 2119684 · Jul 14, 2026 · 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.
AMBERFIELD FUND S.C.A SICAV - RAIF - GWI GLOBAL FUNDHedge Fund · Last reported Mar 31, 2023$1.45MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
QUINTET PRIVATE BANK
LEI KHCL65TP05J1HUW2D560
INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257
Fund details & source
- Fund ID
- 805-5238487169
- Reported beneficial owners
- 13
- Minimum commitment
- $150K
Form ADV 1741542 · Mar 31, 2023 · 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 BUILDERS FUND III LPHedge Fund · Last reported Dec 23, 2025$164KGross asset value
Form D fundraising filings
GreenWood Builders Fund III, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
SPICER JEFFRIES LLP
PCAOB 349
INTERACTIVE BROKERS LLC
SEC 8-47257
TD BANK NA
LEI 03D0JEWFDFUS0SEEKG89
INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257
Fund details & source
- Fund ID
- 805-4258607033
- Reported beneficial owners
- 4
- Minimum commitment
- $100K
- Form D file number
- 021-483047
Form ADV 2035736 · Dec 23, 2025 · 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: Jul 14, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
1270 AVENUE OF THE AMERICAS, 7TH FLOORNEW YORK, NY, 10020, United States
CRD 155088
Filing source
Form ADV 2119684 · Jul 14, 2026 · 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.