# Northwood Investment Partners, LLC

> Northwood Investment Partners, LLC is a state-registered investment advisory firm in Woodside, CA, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 167338
- Filed as: NORTHWOOD INVESTMENT PARTNERS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Woodside, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/167338
- AdvisorCensus page: https://advisorcensus.com/firm/northwood-investment-partners-llc-woodside-ca-167338

## Quick answers

**How is Northwood Investment Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Northwood Investment Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Northwood Investment Partners, LLC located?**
Northwood Investment Partners, LLC's principal office is in Woodside, CA, according to its Form ADV.

**Is Northwood Investment Partners, LLC registered with the SEC or a state?**
Northwood Investment Partners, LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 167338.

**How much does Northwood Investment Partners, LLC manage?**
Northwood Investment Partners, LLC reports $18,433,530 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Northwood Investment Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14); high net worth individuals (6).

**Does Northwood Investment Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/167338

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $18,433,530
- Discretionary: $18,433,530
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $4,989,116 |
| High net worth individuals | 6 | $13,444,414 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [northwoodip.com](https://northwoodip.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Northwood Investment Partners, LLC (CRD 167338): Form ADV filing data as of October 2026.