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, 7/28/2023

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:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
1 1 1 1

Recent News



Private Funds Structure

Fund Type Count GAV
Hedge Fund 2 $181,835,617

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Private Funds



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.