SourcingSourcing

GREENWOOD INVESTORS LLC

C38
CRD 155088·SEC 801-113075·NEW YORK, NY
AUM
$179.8M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$539K
@ 30% margin
Est. Deal Value
$4.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GREENWOOD INVESTORS LLC
CRD
155088
SEC file #
801-113075
EIN
—
DBA names
—

Economics

AUM
$179.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$57.5M → $179.8M▲ +213%
Client mix
Individuals Other23
Individuals High Net Worth7
Pooled Investment Vehicles5

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
1 advisors → 2 advisors▲ +100%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Interactive Brokerslow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
gwinvestors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WOOD, STEVEN, DUNCAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
WOOD, STEVEN, DUNCAN
CARUCCI, GRACE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GWINVESTORS.COM
Rdap Domain Creation Date
2010-09-24T20:13:27Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
eNom, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0000764897
Edgar Registered
Yes
Edgar Filing Count
703
Edgar First Filing Date
1995-02-22
Edgar Last Filing Date
2026-03-26
Edgar Form D Count
10
Edgar Form D Offerings
2021-10-212021-10-21 · 0000925421-21-000196
2021-06-072021-06-07 · 0000925421-21-000141
Edgar Xbrl Assets Latest
Value Usd345,251,000
Fiscal Year End2024-12-31
Edgar Xbrl Revenue Latest
Value Usd41,345,000
Fiscal Year End2024-12-31
ConceptRevenues
Edgar Sic Description
Real Estate
Edgar Former Names
MedAmerica Properties Inc.
Banyan Rail Services Inc.

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Interactive Brokers17
E*trade5
Edgar Addresses
Mailing
11911 FREEDOM DRIVESUITE 450RESTON, VA 20190
Business
11911 FREEDOM DRIVESUITE 450RESTON, VA 20190
Edgar EIN
363361229
Edgar Recent Filings
8-K2026-03-26 · 0001193125-26-126180
NT 10-Q2025-11-17 · 0001193125-25-284677
Edgar Sic
6500
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-09-24T20:13:27Z
Rdap Domain Last Changed
2025-08-20T14:29:17Z
Rdap Nameservers
Ns1.m42.siteground.bizNs2.m42.siteground.biz
Rdap Secure Dns Enabled
No
Rdap Status
Active
Top Owner CRD
4810638
Trust Company Affiliate
No

People (5)

5
WOOD, STEVEN, DUNCAN
IAR · Direct Owner · 87.5%
4810638
CARUCCI, GRACE
Direct Owner · 7.5%
6304464
CARUCCI, JOSEPH, EDWARD
Direct Owner · 7.5%
6014095
Giertl, Kvetoslava
Executive Officer · 2.5%
7339937
Torino, Christopher
Executive Officer · 2.5%
7246018