NORWOOD INVESTMENT PARTNERS, LP

other names
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Adviser Profile
As of Date 03/18/2024
Adviser Type - Large advisory firm
Number of Employees 3
of those in investment advisory functions 2
Registration SEC, Approved, 07/28/2023
Other registrations (10)
Former registrations

NORWOOD INVESTMENT PARTNERS, LP

AUM* 181,835,617
of that, discretionary 181,835,617
Private Fund GAV* 181,835,617 -1.51%
Avg Account Size 90,917,809
SMA’s No
Private Funds 2
Contact Info 415 xxxxxxx

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

Recent News

Reported AUM

Discretionary
Non-discretionary
1 1 1 1

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$181,835,617

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Brochure Summary

Overview

Norwood Investment Partners, LP (“Norwood” or the “Firm”), is a California limited partnership. Norwood was formed on June 2014. Charles Hoeveler is the principal owner and managing partner of Norwood. The Firm provides investment advisory services to privately offered pooled investment vehicles (each a “Fund” and collectively, the “Funds”). To facilitate investment by certain investors, the Firm may create one or more feeder funds or parallel funds or alternative vehicles. Norwood is subject to the Investment Advisers Act of 1940, as amended (the “Advisers Act”) pursuant to the Firm’s registration in accordance with SEC guidance. This Brochure
describes the business practices of the Firm. The Firm’s advisory services to the Funds are provided pursuant to the terms of the applicable offering documents, term sheets, management services agreements, limited partnership or other operating agreements or governing documents (collectively, “Governing Documents”). Fund investors (“Investors” and each an “Investor”) cannot obtain services tailored to their individual specific needs. Norwood does not participate in wrap fee programs. As of December 31, 2023, Norwood has approximately $181,835,617 of regulatory assets under management on a discretionary basis.