NORWOOD INVESTMENT PARTNERS, LP
Firm details
- Headquarters
- MILL VALLEY, California
- CRD number
- 156280
- Registered since
- July 28, 2023
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1CHARLES HOEVELER
Founder, Managing Partner, PresidentCRD 3229496
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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