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GREENWOOD PINE PARTNERS
Legal name: GREENWOOD PINE PARTNERS, LLC
CRD 314679File 801-121444
APPROVED
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$22.9M
Bottom 25% of cohort (national)
Discretionary AUM
$22.9M
Clients
2
2 accounts
Employees
29
Bottom 25% of cohort in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jun 14, 2021
- Principal office
- 5100 POPLAR AVE, SUITE 2450, MEMPHIS, TN, 38137-4000
- Phone
- 901-761-2474
- Website
- https://greenwoodpine.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $22.9M
- Discretionary AUM
- $22.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2
- Non-discretionary accounts
- 0
- Total accounts
- 2
- AUM per client
- $11.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| State or municipal government entities | Fewer than 5 | $22.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 31 | 29 | decreased by2 |
| Apr 1, 2026 | Clients | 3 | 2 | decreased by1 |
| Apr 1, 2026 | AUM | $28,897,453 | $22,865,632 | decreased by$6,031,821 |
| Apr 1, 2026 | Accounts | 3 | 2 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 63 | 31 | decreased by32 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2 | 3 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $14,935,130 | $28,897,453 | increased by$13,962,323 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2 | 3 | increased by1 |
| Oct 1, 2022 | Employees | 1 | 63 | increased by62 |
| Oct 1, 2022 | AUM | $19,043,773 | $14,935,130 | decreased by$4,108,643 |
| Apr 1, 2022 | AUM | $0 | $19,043,773 | increased by$19,043,773 |
| Apr 1, 2022 | Accounts | 0 | 2 | increased by2 |
| Jul 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GREENWOOD PINE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GREENWOOD PINE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.