GREENWOOD PINE PARTNERS

RIASEC RegisteredEst. 2021
Total AUM
$22.9M
Discretionary
$22.9M
100% of AUM
Avg account
$11.4M
Accounts
2
Employees
29
Advisory reps
3

Firm details

Headquarters
MEMPHIS, Tennessee
CRD number
314679
Registered since
June 14, 2021
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM
Client types
  • State / Municipal Government100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Greenwood Pine Partners is an SEC-registered limited liability investment adviser that focuses on portfolio management for institutional clients. The firm runs a concentrated, equity-oriented strategy with an explicit ESG bent: its filings identify it as an active ESG investor and its primary asset preference is exchange-traded equities. Greenwood Pine also operates in a sponsor/manager capacity for pooled investment vehicles, indicating it both advises institutional mandates and participates in forming or managing collective investment structures. Fee billing is on a percentage-of-AUM basis and the firm’s client base is institutional rather than retail.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 94%, Cash & Cash Equivalents 6%94%
  • Exchange Traded Equities94%
  • Cash & Cash Equivalents6%

Owners & executives

2 of 2
  • BRANDON ARRINDELL

    CEO & Portfolio ManagerCRD 5154238

  • JESSICA PRESSGROVE

    Chief Financial OfficerCRD 5966991

Contacts

1 of 1
  • ANDREW MCCARROLL

    General CounselCRD 4648830

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MEMPHIS, TN

SHELBY

Location

MEMPHIS, TN

Headquartered in MEMPHIS, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.

Metro area
Memphis-Forrest City, TN-MS-AR
Region
South
County
SHELBY
Address
5100 Poplar Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth