A complete list of active advisors currently associated with Northwood Investment Partners, LLC
Warmer can help you find a great advisor at Northwood Investment Partners, LLC or one who fits your needs even better.
The firm provides discretionary investment management to separate accounts for both individual and institutional clients, including family offices, pension and foundation-type investors. Its brochure states the firm manages roughly $18.4 million across a small number of client accounts and requires a negotiated investment management agreement for each relationship. The firm employs a concentrated value and event-driven approach, seeking undervalued securities and opportunities arising from bankruptcies, M&A arbitrage, and divestitures. Portfolios are managed under a single, consistent trading strategy across clients using common and preferred equity, options, and warrants, with target concentration levels intended to produce 20–30 positions. Notably, the firm discloses and uses performance-based fee arrangements for qualifying clients and documents a high-water mark in its agreements, and it makes performance information available in its disclosures—practices that are uncommon among solo independent advisers. The principal also has an external affiliation with a boutique real estate investment entity, and the firm describes procedures for pro rata allocation when investment capacity is limited.
To learn more about the advisors currently working at Northwood Investment Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Portola Valley, CA
| 12
|
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