Greenwood Investments Inc

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Assets, Funds, Holdings

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Greenwood Investments Inc
CRD #138322
SEC #801-73736
CIK #0001121943
AUM
Employees 2 (100% Investors, 0% Brokers)
Phone617-236-4240
Address222 Berkeley Street
Boston, MA 02116
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
3002401801206002010201420192024
Sector Form 13F Holdings Value ($M)
BRT Realty Trust 7.5
Casual Male Retail Group Inc 5.4
Infusystem Holdings Inc 4.6
Genie Energy Ltd 0.9
 
 
 
 
 
 
 
Holdings by Sector ($M)
16012896643202011201320152018
Type Form D Funds Date Sold ($M) AUM ($M)
HF Shawkemo Hills Limited Partnership 2018-03-30 22.9
HF Pvf-St LP 2013-02-05 49.8
HF Greenwood Capital Limited Partnership [2012-02-14] 54.3 78.4
HF Greenwood Investors Limited Partnership 2012-02-14 76.9
HF Mgpla LP 2012-02-14 43.6
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 4 147.1
By Discretionary
Discretionary 4 147.1
Non-Discretionary 0 0.0
Total 4 147.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 147.1
Total 4 147.1
Form D Directors # Filings # Firms 2011 - 2025
Steven Tannenbaum 6
Greenwood Investments Inc 1
EDGAR Form CIK 2011 - 2025
13F-HR [0001121943]
SC 13G [0001121943]
Form 13D/13G Filer Form 13D/13G Subject Filed
Greenwood Investments Inc Delta Apparel Inc [2013-01-22]
Greenwood Investments Inc Material Sciences Corp [2012-08-10]
Greenwood Investments Inc BRT Realty Trust [2012-01-24]
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