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Norwood Investment Partners, LP

CRD 156280SEC# 801-128441Mill Valley, CA
Export (members)
No longer SEC-registered. Norwood Investment Partners, LP appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Ranks #5,352 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$164.1M
Fund GAV
$164.1M
Private funds
2
Employees
3
Accounts
2
Location
Mill Valley, CA

Norwood Investment Partners, LP assets under management

Norwood Investment Partners, LP is an SEC-registered investment adviser based in Mill Valley, CA. It reports $164.1 million in regulatory assets under management and employs 3 people. Norwood Investment Partners, LP manages 2 private funds with combined gross assets of $164.1 million, including Norwood Capital Partners, LP. By regulatory assets, it ranks 5,352 of 6,004 private fund managers.

Norwood Investment Partners, LP private funds

2 funds · $164.1M GAV
FundTypeGross assetsMin.
Norwood Capital Partners, LPHedge$150M$100K
Chh Capital LPHedge$14.1M$100K

Norwood Investment Partners, LP owners & executives

2 reported
NameTitleOwnershipSince
Charles Hamilton Hoeveler ControlChief Compliance Officer, Managing Partner; Limited PartnerOver 75%2014
Norwood Investment Partners GP, LLC ControlGeneral PartnerUnder 5%2014

Frequently asked questions

How much does Norwood Investment Partners, LP manage?

Norwood Investment Partners, LP reports $164.1 million in regulatory assets under management on its Form ADV.

How many private funds does Norwood Investment Partners, LP manage?

Norwood Investment Partners, LP manages 2 private funds with combined gross assets of $164.1 million.

How many employees does Norwood Investment Partners, LP have?

Norwood Investment Partners, LP reports 3 employees.

Where is Norwood Investment Partners, LP located?

Norwood Investment Partners, LP is based in Mill Valley, CA.

Does Norwood Investment Partners, LP disclose fund performance?

Norwood Investment Partners, LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address157 Throckmorton Avenue, Suite B, Mill Valley, CA 94941
Office hours6:00 a.m. - 7:00 p.m.
Discloses disciplinary historyNo

Regulatory AUM

$164.1MNo change
Mar '25 — $164.1MApr '25 — $164.1MMay '25 — $164.1MJun '25 — $164.1MJul '25 — $164.1MAug '25 — $164.1MSep '25 — $164.1MOct '25 — $164.1MNov '25 — $164.1MDec '25 — $164.1MJan '26 — $164.1MFeb '26 — $164.1MMar '26 — $164.1MApr '26 — $164.1MMay '26 — $164.1MJun '26 — $164.1M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
AUM vs fund managersTop 89%
Larger than 11% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$164.1Mregulatory AUM
Discretionary $164.1M