Key Takeaways
- • Greenwood Capital, a South Carolina-based asset manager overseeing $1.6 billion in assets, has partnered with First Trust Capital Management to expand alternative investment offerings across its client base.
- • First Trust Capital Management provides access to diversified alternative asset classes including private equity, venture capital, hedge funds, real estate, and private credit through multiple fund structures (interval funds, tender offer funds, private funds, and direct investments).
- • The partnership enables Greenwood Capital to serve clients across the accreditation spectrum, addressing the firm's strategic recognition that alternative assets are critical for portfolio diversification.
- • First Trust Capital Management's Alternative Investment Research team sources specialized managers with a focus on risk-adjusted returns, upside opportunity, and capital preservation.
Summary
Greenwood Capital Associates, LLC, a $1.6 billion asset manager and SEC-registered investment advisory firm founded in 1983 in Greenwood, South Carolina, has announced a strategic alliance with First Trust Capital Management to expand its alternative investment capabilities. The partnership reflects Greenwood Capital's institutional recognition that alternative asset classes represent a critical element of client portfolio diversification.
First Trust Capital Management operates as a curated platform offering alternative investments spanning private equity, venture capital, hedge funds, real estate, and private credit. The firm structures these solutions across multiple vehicles—interval funds, tender offer funds, private funds, and direct investments—to accommodate investors across varying accreditation levels and liquidity requirements. This multi-structure approach enables broader accessibility for financial advisors, family offices, and institutional clients seeking exposure to alternative assets.
Greenwood Capital, recognized as one of the largest independent investment firms in the Southeast, operates specialized teams dedicated to wealth management and investment services for both individual and institutional clients. The firm employs a top-down investment approach informed by direct experience managing proprietary investment strategies. Through this partnership, Greenwood Capital gains access to First Trust Capital Management's Alternative Investment Research team, which maintains a track record of sourcing highly specialized managers positioned to deliver superior risk-adjusted returns with emphasis on capital preservation and upside opportunity.
The alliance positions Greenwood Capital to offer institutional-quality alternative investment solutions to its existing client base while maintaining flexibility across the accreditation spectrum—a strategic move consistent with industry trends toward portfolio diversification beyond traditional equity and fixed-income holdings.
First Trust Capital Management operates as a curated platform offering alternative investments spanning private equity, venture capital, hedge funds, real estate, and private credit. The firm structures these solutions across multiple vehicles—interval funds, tender offer funds, private funds, and direct investments—to accommodate investors across varying accreditation levels and liquidity requirements. This multi-structure approach enables broader accessibility for financial advisors, family offices, and institutional clients seeking exposure to alternative assets.
Greenwood Capital, recognized as one of the largest independent investment firms in the Southeast, operates specialized teams dedicated to wealth management and investment services for both individual and institutional clients. The firm employs a top-down investment approach informed by direct experience managing proprietary investment strategies. Through this partnership, Greenwood Capital gains access to First Trust Capital Management's Alternative Investment Research team, which maintains a track record of sourcing highly specialized managers positioned to deliver superior risk-adjusted returns with emphasis on capital preservation and upside opportunity.
The alliance positions Greenwood Capital to offer institutional-quality alternative investment solutions to its existing client base while maintaining flexibility across the accreditation spectrum—a strategic move consistent with industry trends toward portfolio diversification beyond traditional equity and fixed-income holdings.
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