Norwood Investment Partners, LP

Norwood Investment Partners, LP (CRD# 156280) is a financial advisory firm headquartered in Larkspur, CA. They manage $74,300,000 in 2 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    74
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $37,150,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Norwood Investment Partners, LP
Showing 1 - 1 of 1 top financial advisors.
1
Charles H. Hoeveler
CRD#: 3229496
100 Drake's Landing Road, Suite 125, Greenbrae, CA 94904
73
Wealthminder
score

Charles Hoeveler (CRD# 3229496) is an Investment Advisor Representative working at Norwood Investment Partners, LP in Greenbrae, CA and has over 16 years of experience in the finance industry.

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