Form D · Hedge Fund

Norwood Capital Partners, LP

Green Brae, CA · CIK 0001562670

Offering snapshot reported Aug 26, 2021 · SEC filing

Reported sold
$82.3M
Indefinite offering
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Not reported
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 26, 2021Amendment$82,329,498No comparisonNot reportedSEC filing
May 11, 2017Initial$60,427,883No comparison66SEC filing
Jan 8, 2016Amendment$59,277,883$18,557,768vs May 14, 201562SEC filing
May 14, 2015Amendment$40,720,115$0vs Dec 18, 201460SEC filing
Dec 18, 2014Amendment$40,720,115$29,020,183vs Nov 20, 201360SEC filing
Nov 20, 2013Amendment$11,699,932$6,483,794vs Apr 26, 201338SEC filing
Apr 26, 2013Amendment$5,216,138$0vs Apr 5, 201315SEC filing
Apr 5, 2013Amendment$5,216,138$0vs Nov 26, 201215SEC filing
Nov 26, 2012Initial$5,216,138No comparison15SEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-286512

Source: Form D, filed Aug 26, 2021. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

NORWOOD CAPITAL PARTNERS, LP

Investment adviser: NORWOOD INVESTMENT PARTNERS, LP

Gross asset value
$150M
Beneficial owners
72
ADV minimum commitment
$100K

Reported in Form ADV on May 28, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator HC GLOBAL FUND SERVICES, LLC SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor EISNERAMPER, LLP SAN FRANCISCO, California, United States
Custodian NATIONAL FINANCIAL SERVICES LLC BOSTON, Massachusetts, United States Related to adviser: No
Prime broker NATIONAL FINANCIAL SERVICES LLC BOSTON, Massachusetts, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

EISNERAMPER, LLP
PCAOB 274

NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740

NATIONAL FINANCIAL SERVICES LLC
CRD 13041 · SEC 8-26740

Filing source

Form ADV 1990482 · May 28, 2025 · Schedule D 7.B.(1), fund 805-4869239643

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Charles Hamilton Hoeveler Promoter
N/A Norwood Investment Partners Gp, Llc Promoter
N/A Norwood Investment Partners, Llc Executive
N/A Norwood Investment Partners, Lp Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
100 Drakes Landing Road Suite 125
Green Brae, CA, 94904