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Glenwood Investment Group, LLC

● SEC registered since 2021CRD 132950SEC# 801-121991Manchester, NH
Export (members)
Reg. AUM
$199.4M
Employees
4
Accounts
372
Location
Manchester, NH

Glenwood Investment Group, LLC assets under management

Glenwood Investment Group, LLC operates as an SEC-registered investment adviser based in Manchester, NH. The firm has been registered since 2021. It reports $199.4 million in regulatory assets under management and employs 4 people.

Glenwood Investment Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Thomas John Stephen ControlPrincipal; Chief Compliance OfficerOver 75%2022

Frequently asked questions

How much does Glenwood Investment Group, LLC manage?

Glenwood Investment Group, LLC reports $199.4 million in regulatory assets under management on its Form ADV.

How many employees does Glenwood Investment Group, LLC have?

Glenwood Investment Group, LLC reports 4 employees.

Where is Glenwood Investment Group, LLC located?

Glenwood Investment Group, LLC is based in Manchester, NH and has been SEC-registered since 2021.

Does Glenwood Investment Group, LLC disclose fund performance?

Glenwood Investment Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address814 Elm Street, Suite 503, Manchester, NH 03101
Phone603-606-3391
Fax603-626-6066
Office hours9:00a.m. To 5:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Regulatory AUM

$199.4M▲ 17%
Mar '25 — $170.6MApr '25 — $170.6MMay '25 — $170.6MJun '25 — $170.6MJul '25 — $170.6MAug '25 — $170.6MSep '25 — $170.6MOct '25 — $170.6MNov '25 — $170.6MDec '25 — $170.6MJan '26 — $170.6MFeb '26 — $170.6MMar '26 — $199.4MApr '26 — $199.4MMay '26 — $199.4MJun '26 — $199.4M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$199.4Mregulatory AUM
Discretionary $192.3MNon-discretionary $7.2M