9AT: NORWOOD INVESTMENT PARTNERS, LP

Advisers
NORWOOD INVESTMENT PARTNERS, LP
Summary

NORWOOD INVESTMENT PARTNERS, LP

Related Companies

NORWOOD INVESTMENT PARTNERS, LP
NORWOOD INVESTMENT PARTNERS, LP ERA
NORWOOD INVESTMENT PARTNERS, LP

Show removed companies

Summary Contacts News Filings Brochure Private Funds Service Providers

Login Required

Dear User,

In order to view news relating to specific advisers, you must be a registered user on our site. You can register for free here.

By registering on our site, you will have access to additional pages and functionality such as our searchable news database, brochure analysis and adviser compare. Additionally, you will be able to create a watchlist and receive customizable alerts on up to 10 advisers. For more information, see our registration & pricing policy.

Login Required

Dear User,

In order to view customized alerts for specific advisers, you must be a registered user on our site. You can register for free here.

Login Required

Dear User,

In order to view the brochure section of this adviser’s Form ADV, you must be a registered user on our site. You can register for free here.

Login Required

Dear User,

In order to view this page, you must be a licensed user on our site.

Licensed users have access to adviser contact information, service provider data, and new adviser and fund registrations. For more information, request a call or demo here.

other names

NORWOOD INVESTMENT PARTNERS, LP
NORWOOD INVESTMENT PARTNERS, LLC

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%
Private Fund GAV^*	0 -100%
Avg Account Size	82,044,203 -10%
SMA’s	No
Private Funds	0 2

Adviser Type

- Large advisory firm

Number of Employees 3

of those in investment advisory functions 2

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

1 1 1 1

Discretionary

Non-discretionary

Private Funds

GAV Count

Employees

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.

Subscription Required

Dear User,

In order to use the export functionality a paid subscription to our site is required. You can subscribe here.

By subscribing to our site, you will have access to all data in our database, with export capability. Additionally, you will be able to retain multiple watchlists and receive customizable alerts on up to 50 advisers. For more information, see our registration & pricing policy.