DEERWOOD CAPITAL, LLC

DEERWOOD CAPITAL, LLC is an SEC-registered investment adviser (CRD 288538). Regulatory assets under management: $5.8M.

Registration

• CRD: 288538
• Type: Registered investment adviser
• Phone: 214-704-0423
• Latest filing: 2026-03-09
• Regulatory AUM: $5.8M
• Discretionary AUM: $2.9M
• Non-discretionary AUM: $2.8M
• Clients: 1
• Accounts: 45

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288538 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search