9AT: NORWOOD INVESTMENT PARTNERS, LP

Advisers
NORWOOD INVESTMENT PARTNERS, LP
Summary

NORWOOD INVESTMENT PARTNERS, LP

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NORWOOD INVESTMENT PARTNERS, LP
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Summary Contacts Historical News Filings Brochure Private Funds Service Providers

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other names

NORWOOD INVESTMENT PARTNERS, LP
NORWOOD INVESTMENT PARTNERS, LLC

Adviser Profile

Registration status

Registration Changed to NORWOOD INVESTMENT PARTNERS, LP

As of Date	11/13/2025
ADV Location	MILL VALLEY, CA, United States
Adviser Type - Large advisory firm
Number of Employees	3
of those in investment advisory functions	2

AUM^*	164,088,406 -11%
of that, discretionary	164,088,406 -11%
Private Fund GAV^*	0 -100%
Avg Account Size	82,044,203 -11%
SMA’s	No
Private Funds	0
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

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.

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