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.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles5$168,136,75693.5%
High-net-worth individuals7$5,252,3312.9%
Corporations & businessesFewer than 5$2,457,0641.4%
Individuals23$2,273,6021.3%
Other clientsFewer than 5$1,665,8460.9%
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 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.

GREENWOOD BUILDERS FUND I, LPHedge Fund · Last reported Jul 14, 2026$71.7MGross asset value

Form D fundraising filings

GreenWood Builders Fund I LP

Feeder funds

  • GREENWOOD OFFSHORE BUILDERS FUND I
Fund administrator FORMIDIUM CORPORATION DOWNERS GROVE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RICHEY, MAY & CO., LLP ENGLEWOOD, Colorado, United States
Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No
Custodian TD BANK NA NEW YORK, New York, 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

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

GreenWood Builders Fund IV LP

Feeder funds

  • GREENWOOD OFFSHORE BUILDERS FUND IV
Fund administrator FORMIDIUM CORPORATION DOWNERS GROVE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RICHEY, MAY & CO., LLP ENGLEWOOD, Colorado, United States
Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No
Custodian TD BANK NA WILMINGTON, Delaware, 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

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
Fund administrator FORMIDIUM CORPORATION DOWNERS GROVE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RICHEY, MAY & CO., LLP ENGLEWOOD, Colorado, United States
Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No
Custodian TD BANK NA WILMINGTON, Delaware, 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

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

GreenWood Builders Fund V LP

Feeder funds

  • GREENWOOD OFFSHORE BUILDERS FUND V
Fund administrator FORMIDIUM CORPORATION DOWNERS GROVE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RICHEY, MAY CO LLP ENGLEWOOD, Colorado, United States
Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No
Custodian TD BANK NA WILMINGTON, Delaware, 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

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
Fund administrator FORMIDIUM CORPORATION DOWNERS GROVE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RICHEY, MAY & CO., LLP ENGLEWOOD, Colorado, United States
Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No
Custodian TD BANK NA NEW YORK, New York, 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

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
Fund administrator ADEPA ASSET MANAGEMENT S.A. MUNSBACH, Luxembourg Investor statements: No (provided to no investors) Related to adviser: No
Auditor DELOITTE AUDIT SRL LUXEMBOURG, Luxembourg
Custodian QUINTET PRIVATE BANK LUXEMBOURG, Luxembourg Related to adviser: No
Prime broker INTERACTIVE BROKERS LLC DUBLIN, Ireland
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

Fund administrator FORMIDIUM CORPORATION DOWNERS GROVE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor SPICER JEFFRIES LLP DENVER, Colorado, United States
Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No
Custodian TD BANK NA WILMINGTON, Delaware, 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

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 FLOOR
NEW 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.