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Adviser Profile

As of Date 03/11/2025
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* 164,088,406
of that, discretionary 164,088,406
Private Fund GAV* 164,088,406 -9.76%
Avg Account Size 82,044,203
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

Reported AUM

Discretionary
Non-discretionary
1 1 1 1

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$164,088,406

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Brochure Summary