Greenwood Resources Capital Management LLC is a large advisory firm based in Portland. It manages $1.78 billion of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Oregon.
Greenwood Resources Capital Management provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Greenwood Resources Capital Management LLC is $1.78 billion. The firm's AUM has grown by 415% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Greenwood Resources Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Jeffery Lee Nuss is pooled investment vehicles with 4 clients and $1.75 billion of assets under management. Among the 9 most similar advisory firms, Greenwood Resources Capital Management has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.75 billion for 4 clients. None of the firm’s clients are foreign persons or businesses.
Greenwood Resources Capital Management also advises several private funds. Namely, one other private fund. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.
The company employs 51 people that are either part- or full-time employees. 18 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Jeffery Lee Nuss has been acting as President since 1 Sep 2009. Clark Shepard Binkley has served as the Chief Investment Officer since 1 Jul 2012. David Mccartney Miller joined the executive team most recently as the Managing Director, Head Of Portfolio Management And Investment Reporting.
The principal office where Greenwood Resources Capital Management LLC performs its advisory services is located at 1500 Sw First Avenue, Portland, OR 97201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (971) 533-7065 or by fax (503) 478-0751. The normal business hours are 8 am to 5 pm on Monday - Friday. You can find more information about the New York firm at greenwoodresources.com.