AUMdb

Norwood Investment Partners, Lp

State-registered Investment Adviser CRD 156280 · SEC file 801-128441 · Mill Valley, CA · www.norwood.capital
☆ Save with Pro ADV data as of Jan 30, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees

AUM over time

$164M $185M
Jun 28, 2023 May 28, 2025

Reported AUM from Form ADV filings, plotted by filing date · as of Jan 30, 2026

Private funds (2)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $182M combined gross assets

FundTypeDomicileGross assetsOwners
Norwood Capital Partners, Lp Hedge Fund California $175M 71
Chh Capital Lp Hedge Fund Delaware $6.7M 8

People (2)

NameRole / titleCredentialsWith firm sinceOwnership
Hoeveler, Charles, Hamilton Managing Partner; Limited Partner May 2014 (12y) 75% or more
Ammons, Todd, Alan Portfolio Manager; Chief Compliance Officer Apr 2023 (3y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Norwood Investment Partners Gp, Llc General Partner May 2014 A Less than 5%

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (2, $182M gross assets)

FundTypeGross assetsMin. investmentOwners
Norwood Capital Partners, Lp Hedge Fund $175M $100K 71
Chh Capital Lp Hedge Fund $6.7M $100K 8

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 01/30/2026 782 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

Not reported.

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 30, 2026.

View current Form ADV (SEC/IAPD) ↗