{
  "crd_number": 314679,
  "slug": "greenwood-pine-partners-memphis-tn-314679",
  "primary_business_name": "GREENWOOD PINE PARTNERS",
  "legal_name": "GREENWOOD PINE PARTNERS, LLC",
  "dbas": [],
  "city": "Memphis",
  "state": "TN",
  "country": "United States",
  "cbsa_code": "32820",
  "metro": {
    "cbsa_code": "32820",
    "common_name": "Memphis",
    "msa_name": "Memphis, TN-MS-AR",
    "path": "/advisors/tn/memphis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-06-14",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 22865632.0,
  "raum_discretionary": 22865632.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 29,
  "advisory_employees": 14,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "state_municipal": {
      "raum": 22865632.0,
      "count": 2,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TN"
  ],
  "websites": [
    "https://greenwoodpine.com",
    "https://linkedin.com/company/greenwood-pine-partners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/314679",
  "city_as_filed": "MEMPHIS",
  "url": "https://advisorcensus.com/firm/greenwood-pine-partners-memphis-tn-314679",
  "display_name": "Greenwood Pine Partners",
  "summary": "Greenwood Pine Partners is an SEC-registered investment advisory firm in Memphis, TN, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.",
  "citation": "AdvisorCensus. Greenwood Pine Partners (CRD 314679): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Greenwood Pine Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Greenwood Pine Partners reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Greenwood Pine Partners located?",
      "a": "Greenwood Pine Partners' principal office is in Memphis, TN, according to its Form ADV."
    },
    {
      "q": "Is Greenwood Pine Partners registered with the SEC or a state?",
      "a": "Greenwood Pine Partners is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 314679."
    },
    {
      "q": "How much does Greenwood Pine Partners manage?",
      "a": "Greenwood Pine Partners reports $22,865,632 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary)."
    },
    {
      "q": "How have Greenwood Pine Partners' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Greenwood Pine Partners: Regulatory assets under management: $14,935,130 in the October 2022 data and $22,865,632 in the October 2026 data, up 53%. Total employees: 1 in October 2021 and 29 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Greenwood Pine Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: state or municipal government entities (including government pension plans) (2)."
    },
    {
      "q": "Which custodians does Greenwood Pine Partners use?",
      "a": "Greenwood Pine Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists The Northern Trust Company as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Greenwood Pine Partners report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/314679"
    },
    {
      "q": "What changed in Greenwood Pine Partners' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 8 to 14. Regulatory assets under management went from $28,897,453 to $22,865,632 (-21%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 1,
      "filing_date": "2021-06-15"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 14935130.0,
      "total_employees": 63,
      "filing_date": "2022-09-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 16628247.0,
      "total_employees": 46,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 20836778.0,
      "total_employees": 25,
      "filing_date": "2024-06-07"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 28897453.0,
      "total_employees": 31,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 22865632.0,
      "total_employees": 29,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 8 to 14.",
        "Regulatory assets under management went from $28,897,453 to $22,865,632 (-21%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "The Northern Trust Company",
      "name_as_filed": "THE NORTHERN TRUST COMPANY",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/greenwood-pine-partners-memphis-tn-314679.md",
  "clients": [
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 2,
      "fewer_than_5": true,
      "raum": 22865632.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/314679",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}