GREENWOOD PINE PARTNERS
GREENWOOD PINE PARTNERS, LLC Legal Name
Adviser information for GREENWOOD PINE PARTNERS last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Tennessee, United States |
Employees
| Total Number of Employees | 25 |
|---|---|
| Investment Advisory/Research | 10 |
| Registered Broker-Dealer Representatives | 3 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2 | $20.8M |
| Non-Discretionary | 0 | $0 |
| Total | 2 | $20.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | <5 | $20.8M |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-121444 |
|---|---|
| SEC ERA File Number | 801-121444 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 314679 |
| Legal Entity Identifier | None |
Principal Office
6410 POPLAR AVENUE, SUITE 900MEMPHIS
TN
United States
Monday - Friday, 8:30AM - 5:00PM
Tel: 901-761-2474, Fax: 901-818-5160
Chief Compliance Officer
MIKE WITTKE
6410 POPLAR AVENUE
SUITE 900
MEMPHIS
TN
United States
Tel:
901-818-5173
M******@**********M
(Full email address available in API data)
Regulatory Contact
ANDREW MCCARROLL
GENERAL COUNSEL
6410 POPLAR AVENUE
SUITE 900
MEMPHIS
TN
United States
Tel:
9018185185
A*********@**********M
(Full email address available in API data)
Industry Affiliates
| SOUTHEASTERN ASSET MANAGEMENT (GP) LLC | Sponsor, GP, manager of pooled investment vehicles |
| SOUTHEASTERN ASSET MANAGEMENT INC. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (SINGAPORE) PTE. LTD | Other investment adviser, including financial planners |
| SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (UK) LTD. | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ARRINDELL, BRANDON, KELSEY | Individual | – | CEO, MANAGING MEMBER, PORTFOLIO MANAGER | 04/2021 | 50-75% |
| SOUTHEASTERN ASSET MANAGEMENT INC. | Domestic Entity | – | MEMBER | 04/2021 | 25-50% |
| WITTKE, MICHAEL, JASON | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2021 | < 5% |
| MCCARROLL, ANDREW, ROWAN | Individual | – | GENERAL COUNSEL | 04/2021 | < 5% |
| PRESSGROVE, JESSICA, BOGGAN | Individual | – | CHIEF FINANCIAL OFFICER | 04/2021 | < 5% |
| HAWKINS, OTIS, MASON | Individual | SOUTHEASTERN ASSET MANAGEMENT INC. | CHAIRMAN, SHAREHOLDER, DIRECTOR | 09/1975 | 25-50% |
| CATES, GEORGE, STALEY | Individual | SOUTHEASTERN ASSET MANAGEMENT INC. | VICE CHAIRMAN, SHAREHOLDER, DIRECTOR | 08/1987 | 25-50% |