Steven Wood is a CFA-designated registered investment advisor at Greenwood Investors LLC, based in New Orleans, LA, with 14 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 35 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GreenWood Investors manages investments through separate accounts and funds. Fees vary depending on the specific fund or account type.
Separate Accounts:
- Annual management fee of 1.5% of the value of your portfolio.
GreenWood Global Micro Fund, LP (Builders Class):
- Annual management fee of 1.0% of the value of your portfolio.
- Performance fee of 15% of profits above a 5% hurdle.
GreenWood Builders Fund I, LP:
- Annual management fee of 1.0% of the value of your portfolio.
- Performance fee of 10% of profits above a 12% compounded hurdle.
GreenWood Builders Fund II, LP:
- Annual management fee of 1.0% of the value of your portfolio.
- Performance fee of 10% of profits above a 5% annual hurdle.
GreenWood Builders Fund III, LP:
- No management fee.
- Performance fee of 15% of profits above a 9% annual hurdle.
GreenWood Builders Fund IV, LP (Class A):
- Annual management fee of 1.0% of the value of your portfolio.
- Performance fee of 10% of profits above a 5% annual hurdle.
GreenWood Builders Fund IV, LP (Class B):
- Annual management fee of 1.5% of the value of your portfolio.
- Performance fee of 15% of profits above a 5% annual hurdle.
Fees are paid quarterly. Separate account clients can terminate with written notice. Fund investors can redeem monthly, as stated in their agreement.
Location
25 Walnut St, New Orleans, LA, 70118
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is the managing member of Greenwood Investors LLC, a registered investment advisory business, dedicating minimal time to non-research activities. He also serves as a director for the advisory board of Cortland Associates, Inc.
Employment History
Current Registrations
Greenwood Investors LLC
State Registrations2 states
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