9AT: WOODBOURNE INVESTMENT MANAGEMENT LLC

Advisers
WOODBOURNE INVESTMENT MANAGEMENT LLC
Summary

WOODBOURNE INVESTMENT MANAGEMENT LLC

Summary Contacts Historical News Filings Brochure Private Funds Service Providers

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other names

WOODBOURNE INVESTMENT MANAGEMENT LLC

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Adviser Profile

Registration status

Terminated

As of Date	04/25/2025
Adviser Type - Related adviser
Number of Employees	4
of those in investment advisory functions	2

AUM^*	5,060,000 -95.27%
of that, discretionary	5,060,000 -95.27%
Private Fund GAV^*	0 -100.00%
Avg Account Size	5,060,000 -95.27%
SMA’s	No
Private Funds	0 1
Contact Info	303 xxxxxxx

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

119M 102M 85M 68M 51M 34M 17M

2015 2016 2017 2018 2019 2020 2021 2022 2023

Discretionary

Non-discretionary

Private Funds

GAV Count

Employees

Brochure Summary

Overview

A. Woodbourne Investment Management LLC (“Advisor,” “we” or “us”) is a Delaware limited liability corporation that was formed in February 2000. We are principally owned by Jeffrey “TJ” Heyman through a limited partnership entity called Heyman Family Interests Ltd. B. We provide discretionary investment advice to a private investment fund. Our investment advice is limited to real estate related securities. C. We generally do not permit investors in the private investment funds we manage to impose limitations on the investment

activities described in the offering documents for those funds. Under certain circumstances, we will contract with a client to adhere to limited risk and/or operating guidelines imposed by the client. We negotiate such arrangements on a case by case basis. (See Item 16 “Investment Discretion.”) D. We do not participate in wrap fee programs. E. As of December 31, 2023, we managed approximately $5,060,000 on a discretionary basis. We do not manage any assets on a non-discretionary basis.

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