# Greenwood Pine Partners

> 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.

- CRD: 314679
- Filed as: GREENWOOD PINE PARTNERS
- Legal name: Greenwood Pine Partners, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Memphis, TN
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/314679
- AdvisorCensus page: https://advisorcensus.com/firm/greenwood-pine-partners-memphis-tn-314679

## Quick answers

**How is Greenwood Pine Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Greenwood Pine Partners reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Greenwood Pine Partners located?**
Greenwood Pine Partners' principal office is in Memphis, TN, according to its Form ADV.

**Is Greenwood Pine Partners registered with the SEC or a state?**
Greenwood Pine Partners is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 314679.

**How much does Greenwood Pine Partners manage?**
Greenwood Pine Partners reports $22,865,632 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Greenwood Pine Partners' assets and staff changed since 2021?**
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.

**What types of clients does Greenwood Pine Partners serve?**
By number of clients on Form ADV Item 5.D: state or municipal government entities (including government pension plans) (2).

**Which custodians does Greenwood Pine Partners use?**
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.

**Does Greenwood Pine Partners report any disciplinary disclosures?**
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

**What changed in Greenwood Pine Partners' recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- The Northern Trust Company

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.

### Regulatory assets under management (Item 5.F)
- Total: $22,865,632
- Discretionary: $22,865,632
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| State or municipal government entities (including government pension plans) | 2 | $22,865,632 |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2021 (5 years)
- Employees: 29 total, 14 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- greenwoodpine.com
- LinkedIn @greenwood-pine-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | 1 | June 15, 2021 |
| October 2022 | $14,935,130 | 63 | September 30, 2022 |
| October 2023 | $16,628,247 | 46 | March 30, 2023 |
| October 2024 | $20,836,778 | 25 | June 7, 2024 |
| October 2025 | $28,897,453 | 31 | March 28, 2025 |
| October 2026 | $22,865,632 | 29 | March 27, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 8 to 14.
- Regulatory assets under management went from $28,897,453 to $22,865,632 (-21%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Greenwood Pine Partners (CRD 314679): Form ADV filing data as of October 2026.