# Norwood Investment Partners, LP

> Norwood Investment Partners, LP is an exempt reporting adviser in Mill Valley, CA. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 156280
- Filed as: NORWOOD INVESTMENT PARTNERS, LP
- Reporting status: Exempt reporting adviser (status as filed: State ERA - ACTIVE)
- Location: Mill Valley, CA
- Filing period: October 2026
- Form ADV filing dated: January 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/156280
- AdvisorCensus page: https://advisorcensus.com/firm/norwood-investment-partners-lp-mill-valley-ca-156280

## Quick answers

**Where is Norwood Investment Partners, LP located?**
Norwood Investment Partners, LP's principal office is in Mill Valley, CA, according to its Form ADV.

**How does Norwood Investment Partners, LP report to regulators?**
Norwood Investment Partners, LP is an exempt reporting adviser. Exempt reporting advisers file a shorter Form ADV. Status as filed: State ERA - ACTIVE. CRD 156280.

**How have Norwood Investment Partners, LP's assets and staff changed since 2021?**
In the Form ADV data for Norwood Investment Partners, LP: Regulatory assets under management: $184,623,514 in the October 2023 data and $164,088,406 in the October 2025 data, down 11%. Total employees: 3 in October 2023 and 3 in October 2025. Assets under management move with markets as well as with clients coming and going.

**Does Norwood Investment Partners, LP 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/156280

## From the Form ADV filing

### Firm details
- Reporting since: Not reported
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- norwood.capital
- LinkedIn @norwood-investment-partners-lp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | February 7, 2021 |
| October 2022 | Not reported | Not reported | July 6, 2022 |
| October 2023 | $184,623,514 | 3 | July 7, 2023 |
| October 2024 | $181,835,617 | 3 | March 18, 2024 |
| October 2025 | $164,088,406 | 3 | May 28, 2025 |
| October 2026 | Not reported | Not reported | January 30, 2026 |

Regulatory assets under management: $184,623,514 in the October 2023 data and $164,088,406 in the October 2025 data, down 11%.
Total employees: 3 in October 2023 and 3 in October 2025.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Norwood Investment Partners, LP (CRD 156280): Form ADV filing data as of October 2026.