GREENWOOD FAMILY ADVISORS LLC
Adviser information for GREENWOOD FAMILY ADVISORS LLC last updated from Form ADV on January 31st, 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 | Florida, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| 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 | 0 | $0 |
| Non-Discretionary | 81 | $254.8M |
| Total | 81 | $254.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 3 | $1.2M |
| HNW Individuals | 11 | $242.5M |
| 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 | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 1 | $11.0M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 5 |
| No. of Non-U.S. Clients | 72 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed feesCONSULTING FEES |
Identifiers
| SEC RIA File Number | 801-122671 |
|---|---|
| SEC ERA File Number | 801-122671 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 304820 |
| Legal Entity Identifier | None |
Principal Office
1395 BRICKELL AVESUITE 800
MIAMI
FL
United States
Monday - Friday, 9:00AM TO 5:00PM BY APPOINTMENT ONLY
Tel: 305 648-6405, Fax: None
Chief Compliance Officer
JENNIFER AGUERREBERE
1395 BRICKELL AVE
SUITE 800
MIAMI
FL
United States
Tel:
786-218-0939
J*******@*******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ANLLO, CARLOS | Individual | – | MANAGING DIRECTOR | 06/2019 | 50-75% |
| SUAREZ-INCLAN, NICOLAS | Individual | – | PARTNER | 05/2021 | 50-75% |
| AGUERREBERE, JENNIFER | Individual | – | CHIEF COMPLIANCE OFFICER | 06/2021 | < 5% |