NORWOOD INVESTMENT PARTNERS, LP
CRD #156280 SEC #801-128441 MILL VALLEY, CA 415-713-6989
SEC Registered Private Funds
Total AUM
$164.1M
Discretionary
$164.1M
Employees
3
Clients
--
Accounts
2
Firm Details
- Organization Type
- Limited Partnership
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 28, 2025
- Branch Offices
- 0
- LEI
- 254900YHS4UFFC792C26
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AMMONS, TODD, ALAN | I | PORTFOLIO MANAGER; CHIEF COMPLIANCE OFFICER | NA | Control |
| AMMONS, TODD, ALAN | I | PORTFOLIO MANAGER; CHIEF COMPLIANCE OFFICER | NA | Control |
| AMMONS, TODD, ALAN | I | PORTFOLIO MANAGER; CHIEF COMPLIANCE OFFICER | NA | Control |
| AMMONS, TODD, ALAN | I | PORTFOLIO MANAGER; CHIEF COMPLIANCE OFFICER | NA | Control |
| AMMONS, TODD, ALAN | I | PORTFOLIO MANAGER; CHIEF COMPLIANCE OFFICER | NA | Control |
| HOEVELER, CHARLES, HAMILTON | I | MANAGING PARTNER | NA | Control |
| HOEVELER, CHARLES, HAMILTON | I | MANAGING PARTNER; LIMITED PARTNER | NA | Control |
| HOEVELER, CHARLES, HAMILTON | I | PORTFOLIO MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| HOEVELER, CHARLES, HAMILTON | I | PORTFOLIO MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| HOEVELER, CHARLES, HAMILTON | I | PORTFOLIO MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| HOEVELER, CHARLES, HAMILTON | I | PORTFOLIO MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| HOEVELER, CHARLES, HAMILTON | I | PORTFOLIO MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| HOEVELER, CHARLES, HAMILTON | I | PORTFOLIO MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| HOEVELER, CHARLES, HAMILTON | I | PORTFOLIO MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| HOEVELER, CHARLES, HAMILTON | I | PORTFOLIO MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| HOEVELER, CHARLES, HAMILTON | I | MANAGING PARTNER; CHIEF COMPLIANCE OFFICER | NA | Control |
| HOEVELER, CHARLES, HAMILTON | I | MANAGING PARTNER; CHIEF COMPLIANCE OFFICER | NA | Control |
| HOEVELER, CHARLES, HAMILTON | I | MANAGING PARTNER | NA | Control |
| NORWOOD INVESTMENT PARTNERS GP, LLC | DE | GENERAL PARTNER | NA | Control |
| NORWOOD INVESTMENT PARTNERS GP, LLC | DE | GENERAL PARTNER | NA | Control |
| NORWOOD INVESTMENT PARTNERS GP, LLC | DE | GENERAL PARTNER | NA | Control |
| HOEVELER, CHARLES, HAMILTON | I | MANAGING PARTNER; LIMITED PARTNER | E | Control |
| HOEVELER, CHARLES, HAMILTON | I | MANAGING PARTNER; LIMITED PARTNER | E | Control |
| HOEVELER, CHARLES, HAMILTON | I | CHIEF COMPLIANCE OFFICER, MANAGING PARTNER; LIMITED PARTNER | E | Control |
| NORWOOD INVESTMENT PARTNERS GP, LLC | DE | GENERAL PARTNER | E | Control |
| NORWOOD INVESTMENT PARTNERS GP, LLC | DE | GENERAL PARTNER | E | Control |
| NORWOOD INVESTMENT PARTNERS GP, LLC | DE | GENERAL PARTNER | E | Control |
| NORWOOD INVESTMENT PARTNERS GP, LLC | DE | GENERAL PARTNER | E | Control |
| NORWOOD INVESTMENT PARTNERS GP, LLC | DE | GENERAL PARTNER | E | Control |
| NORWOOD INVESTMENT PARTNERS GP, LLC | DE | GENERAL PARTNER | E | Control |
| NORWOOD INVESTMENT PARTNERS GP, LLC | DE | GENERAL PARTNER | E | Control |
| NORWOOD INVESTMENT PARTNERS GP, LLC | DE | GENERAL PARTNER | E | Control |
| NORWOOD INVESTMENT PARTNERS GP, LLC | DE | GENERAL PARTNER | E | Control |
| NORWOOD INVESTMENT PARTNERS GP, LLC | DE | GENERAL PARTNER | E | Control |
| NORWOOD INVESTMENT PARTNERS GP, LLC | DE | GENERAL PARTNER | E | Control |
| NORWOOD INVESTMENT PARTNERS GP, LLC | DE | GENERAL PARTNER | E | Control |
| NORWOOD INVESTMENT PARTNERS GP, LLC | DE | GENERAL PARTNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HOEVELER, CHARLES, HAMILTON | I | NORWOOD INVESTMENT PARTNERS GP, LLC | E | Control |
| HOEVELER, CHARLES, HAMILTON | I | NORWOOD INVESTMENT PARTNERS GP, LLC | E | Control |
| HOEVELER, CHARLES, HAMILTON | I | NORWOOD INVESTMENT PARTNERS GP, LLC | E | Control |
| HOEVELER, CHARLES, HAMILTON | I | NORWOOD INVESTMENT PARTNERS GP, LLC | E | Control |
| HOEVELER, CHARLES, HAMILTON | I | NORWOOD INVESTMENT PARTNERS GP, LLC | E | Control |
| HOEVELER, CHARLES, HAMILTON | I | NORWOOD INVESTMENT PARTNERS GP, LLC | E | Control |
| HOEVELER, CHARLES, HAMILTON | I | NORWOOD INVESTMENT PARTNERS GP, LLC | E | Control |
| HOEVELER, CHARLES, HAMILTON | I | NORWOOD INVESTMENT PARTNERS GP, LLC | E | Control |
| HOEVELER, CHARLES, HAMILTON | I | NORWOOD INVESTMENT PARTNERS GP, LLC | E | Control |
| HOEVELER, CHARLES, HAMILTON | I | NORWOOD INVESTMENT PARTNERS GP, LLC | E | Control |
| HOEVELER, CHARLES, HAMILTON | I | NORWOOD INVESTMENT PARTNERS GP, LLC | E | Control |
| HOEVELER, CHARLES, HAMILTON | I | NORWOOD INVESTMENT PARTNERS GP, LLC | E | Control |
| HOEVELER, CHARLES, HAMILTON | I | NORWOOD INVESTMENT PARTNERS GP, LLC | E | Control |
Registrations
Federal
IA
May 28, 2025 REGISTERED
Notice Filings (1)
CA
Address
157 THROCKMORTON AVENUESUITE B
MILL VALLEY, CA 94941
United States
Phone: 415-713-6989