Greenwood Gearhart is a fund manager in Fayetteville with $877.80 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Ma Greenwood & Associates Inc
SEC CIK
IRS number
710656198
SEC advisor number
801-17703
FINRA CRD number
110379
AUM ?
$877.80 mm
(as of 28 Apr 23)
Accounts
2,205
(as of 28 Apr 23)
Employees
16
(8 investment advisory or research)
Address
Greenwood Gearhart
POST OFFICE BOX 4278
FAYETTEVILLE
AR 72702
POST OFFICE BOX 4278
FAYETTEVILLE
AR 72702
Office hours
Monday - Friday, 8-5
Phone
4795215353
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Gearhart, George, B | Chief Executive Officer | 04/2013 | < 5% |
Gearhart, Lindsey, Marie | Trustee | 06/2019 | |
Brown, Lisa, Ann | President and Chief Compliance Officer | 03/2020 | < 5% |
Gearhart Family Trust | Trust | 06/2019 | > 75% |
Gearhart, George, B | Trustee | 06/2019 |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Greenwood Gearhart Inc. | $877.80 mm | |
GG CT SPV 1, LLC | $1.50 mm | Real Estate Fund |
GG Z SPV 1, LLC | $3.13 mm | Private Equity Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 May 24
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
15 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
15 Feb 23
13F-HR
Quarterly holdings report by institutional manager
15 Nov 22
13F-HR
Quarterly holdings report by institutional manager
16 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
15 Feb 22