Greenwood PINE Partners
SEC RegisteredAbout the firm
Greenwood Pine Partners is a mission-driven investment firm that employs a fundamentals-based strategy to invest in undervalued public equities. Greenwood Pine's social mission aims to help address the lack of socioeconomic diversity in the asset management industry and promote wealth creation in economically disadvantaged communities.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investing in undervalued public equities using a fundamentals-based strategy.
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $25 million | 0.88% |
| Above $25 million | 0.75% |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Greenwood PINE Partners has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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