NORWOOD INVESTMENT PARTNERS, LP

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MILL VALLEY, California
CRD number
156280
Registered since
July 28, 2023

Firm profile

FINTRX

Overview

Norwood Investment Partners, LP is a privately organized limited partnership that registers as an SEC adviser (registered in 2023) and operates as a sponsor/GP and managing member of pooled investment vehicles. The firm is classified as unclassified in the source data and does not present itself as a capital allocator or an active ESG investor. Public information does not list a retail client base, fee schedule, or typical advisory activities; the footprint that is available points to a manager focused on pooled fund management rather than separate-account wealth management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • CHARLES HOEVELER

    Founder, Managing Partner, PresidentCRD 3229496

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MILL VALLEY, CA

MARIN

Location

MILL VALLEY, CA

Headquartered in MILL VALLEY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
MARIN
Address
157 Throckmorton Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth