NORWOOD INVESTMENT PARTNERS, LP
  • NORWOOD INVESTMENT PARTNERS, LP
  • NORWOOD INVESTMENT PARTNERS, LLC

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Adviser Profile

As of Date 11/13/2025
Registration status Registration Changed to NORWOOD INVESTMENT PARTNERS, LP
ADV Location MILL VALLEY, CA, United States
Contact Info 415 xxxxxxx
AUM* 164,088,406 -10%
of that, discretionary 164,088,406 -10%
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 0 -100%
Avg Account Size 82,044,203 -10%
SMA’s No
Private Funds 0 2

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

185M 158M 132M 105M 79M 53M 26M
2023 2024 2025
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary