SourcingSourcing

GREENWOOD PINE PARTNERS, LLC

C33
CRD 314679·SEC 801-121444·MEMPHIS, TN
AUM
$22.9M
<$25M
Est. Revenue
$229K
@ 1% on AUM
Est. EBITDA
$69K
@ 30% margin
Est. Deal Value
$549K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GREENWOOD PINE PARTNERS, LLC
CRD
314679
SEC file #
801-121444
EIN
—
DBA names
Greenwood Pine Partners

Economics

AUM
$22.9M
AUM band
<$25M
AUM trajectory
'23'26
$14.9M → $22.9M▲ +53%
Client mix
State Or Municipal Govt2

Operations

Employees (total)
29
Advisory staff (per ADV)
14
Advisory staff (5-yr trend)
'22'26
1 advisors → 14 advisors▲ +1300%
Primary office
MEMPHIS TN
Branches
—

Custodian & Brokerage

Primary custodian
Shareholders Service Groupmedium confidence
Services offered
Portfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
greenwoodpine.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ARRINDELL, BRANDON, KELSEY
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
ARRINDELL, BRANDON, KELSEY
SOUTHEASTERN ASSET MANAGEMENT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
GREENWOODPINE.COM
Rdap Domain Creation Date
2021-02-18T21:34:46Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Window
Shareholders Service Group1
Full
E*trade4
Northern Trust2
Shareholders Service Group1
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-18T21:34:46Z
Rdap Domain Last Changed
2024-02-19T18:47:44Z
Rdap Nameservers
Ns49.domaincontrol.comNs50.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5154238
Trust Company Affiliate
No

People (4)

4
ARRINDELL, BRANDON, KELSEY
Direct Owner · 62.5%
5154238
SOUTHEASTERN ASSET MANAGEMENT
Direct Owner · 37.5%
105276
MCCARROLL, ANDREW, ROWAN
Executive Officer · 2.5%
4648830
PRESSGROVE, JESSICA, BOGGAN
Executive Officer · 2.5%
5966991