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Greenfield/Lewis Investment Counsel
GREENFIELD/LEWIS INVESTMENT COUNSEL is an SEC-registered investment adviser with $12 million in regulatory assets under management. The firm employs 1 employee...
Greenfield/Lewis Investment Counsel
GREENFIELD/LEWIS INVESTMENT COUNSEL is an SEC-registered investment adviser with $12 million in regulatory assets under management. The firm employs 1 employee and 1 investment adviser. It operates with a small team.
General information
Firm type
Multi Family Office
Year founded
1994
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
John Greenfield
Managing Director
David Lewis
Managing Director
Sector focus
Frequently asked questions
Who runs investment decisions at Greenfield/Lewis Investment Counsel?
John Greenfield and David Lewis co-founded the firm in 1994 and continue to serve as Managing Directors, overseeing investment allocation decisions for client portfolios (per public record).
How does Greenfield/Lewis source proprietary deal flow?
The firm leverages its network of family office and GP relationships to source direct co-investment opportunities in private credit and real estate. It participates in club deals that are typically not accessible to retail or institutional fund-of-funds investors.
Is Greenfield/Lewis structured as a single family office or a multi-family office?
Greenfield/Lewis operates as a multi-family office. It advises multiple ultra-high-net-worth families and does not manage a single concentrated fortune (per the firm's public positioning).
Does Greenfield/Lewis participate in fund commitments or only direct deals?
The firm uses both approaches. It commits to hedge funds and private credit funds, and also arranges direct co-investments for clients in real estate and secondaries.
What investment stages does Greenfield/Lewis typically target?
The firm focuses on late-stage and opportunistic investments, including secondaries and special situations. It does not target venture-stage or early-growth companies.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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