GREENWOOD INVESTORS LLC

Overview

Greenwood Investors LLC operates as an adviser-manager hybrid that runs a suite of hedge funds while also managing separately managed accounts for private clients. The firm allocates heavily to equity exposure in its SMA business but concentrates the bulk of its assets inside pooled hedge-fund vehicles it sponsors and manages. Client relationships span high-net-worth individuals, families and institutional investors; the advisory mix includes portfolio management for individuals and small businesses as well as management of pooled investment vehicles where Greenwood acts as sponsor, general partner or managing member. Investment approach tilts toward active equity exposure in branded SMAs and concentrated hedge-fund strategies. The firm charges both asset-based fees and performance-linked fees, reflecting a standard hedge-fund economics for its pooled vehicles alongside AUM-based fees for discretionary accounts. Greenwood does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices