NORWOOD INVESTMENT PARTNERS, LP
Adviser information for NORWOOD INVESTMENT PARTNERS, LP last updated from Form ADV on March 18th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2 | $181.8M |
| Non-Discretionary | 0 | $0 |
| Total | 2 | $181.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 2 | $181.8M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Principal Office
157 THROCKMORTON AVENUESUITE B
MILL VALLEY
CA
United States
Monday - Friday, 6:00 A.M. - 7:00 P.M.
Tel: 415-713-6989, Fax: None
Chief Compliance Officer
TODD AMMONS
PORTFOLIO MANAGER
157 THROCKMORTON AVENUE
SUITE B
MILL VALLEY
CA
United States
Tel:
415-713-6989
T*@**************L
(Full email address available in API data)
Regulatory Contact
TOM ESPERANCE
FINANCE CONSULTANT
157 THROCKMORTON AVENUE
SUITE B
MILL VALLEY
CA
United States
Tel:
(415) 269-6422
T*@**************L
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CHH CAPITAL LP | Hedge Fund | $6.7M | $0.1M | 8 |
| NORWOOD CAPITAL PARTNERS, LP | Hedge Fund | $175.1M | $0.1M | 71 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HOEVELER, CHARLES, HAMILTON | Individual | – | MANAGING PARTNER; LIMITED PARTNER | 05/2014 | > 75% |
| NORWOOD INVESTMENT PARTNERS GP, LLC | Domestic Entity | – | GENERAL PARTNER | 05/2014 | < 5% |
| AMMONS, TODD, ALAN | Individual | – | PORTFOLIO MANAGER; CHIEF COMPLIANCE OFFICER | 04/2023 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 9th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| API GROUP CORP | COM STK | 27M | 708K | 0 |
| DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCK | COM | 24M | 806K | 0 |
| INTERNATIONAL MNY EXPRESS IN | COM | 14M | 667K | 0 |
| MERIDIANLINK INC COMMON STOCK | COMMON STOCK | 6M | 262K | 0 |
| PAR TECHNOLOGY CORP | COM | 10M | 210K | 0 |
| TFI INTL INC | COM | 11M | 77K | 0 |
| FERGUSON PLC NEW | SHS | 5M | 27K | 0 |
| WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 13M | 339K | 0 |
| EURONET WORLDWIDE INC | COM | 17M | 162K | 0 |
| ALIGHT INC | COM CL A | 20M | 3M | 0 |
| EVENTBRITE INC | COM CL A | 9M | 2M | 0 |