Form D · Hedge Fund

GREENWOOD CAPITAL LIMITED PARTNERSHIP

Boston, MA · CIK 0001121944

Offering snapshot reported May 1, 2017 · SEC filing

Reported sold
$54.3M
Indefinite offering
Investors reported
11
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Jan 1, 2013
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$27.2M$54.3MJan 11, 2013: $45,900,000.00Jan 11, 2013Jan 8, 2014: $52,966,000.00Jan 8, 2014Jan 7, 2015: $54,315,800.00Jan 7, 2015Apr 29, 2015: $54,315,800.00May 4, 2016: $54,315,800.00May 4, 2016May 1, 2017: $54,315,800.00May 1, 2017

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 1, 2017Amendment$54,315,800$0vs May 4, 201611SEC filing
May 4, 2016Amendment$54,315,800$0vs Apr 29, 201511SEC filing
Apr 29, 2015Amendment$54,315,800$0vs Jan 7, 201511SEC filing
Jan 7, 2015Amendment$54,315,800$1,349,800vs Jan 8, 201411SEC filing
Jan 8, 2014Amendment$52,966,000$7,066,000vs Jan 11, 201310SEC filing
Jan 11, 2013Initial$45,900,000No comparison5SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-190031

Source: Form D, filed May 1, 2017. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

GREENWOOD CAPITAL LIMITED PARTNERSHIP

Investment adviser: GREENWOOD INVESTMENTS, INC.

Gross asset value
$7.92M
Beneficial owners
30
ADV minimum commitment
$500K

Reported in Form ADV on Mar 27, 2020. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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

Filing source

Form ADV 1403936 · Mar 27, 2020 · Schedule D 7.B.(1), fund 805-6327549316

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
N/A Greenwood Investments, Inc. Executive
Steven Tannenbaum Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
222 Berkeley Street 12 Th Floor
Boston, MA, 02116