Northwood Investment Partners, LLC

RIASEC Registered
Total AUM
$18.4M
Discretionary
$18.4M
100% of AUM
Avg account
$683K
Accounts
27
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
167338
Custodians
MORGAN STANLEY & CO. LLC, INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI72.93%
  • Individuals27.07%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Northwood Investment Partners, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual principal. The firm serves primarily individual and family clients and provides portfolio management for both individuals/small businesses and for businesses or institutional clients. Its fees combine a percentage-of-AUM model with the ability to charge performance-based fees. The firm does not report active ESG investing and is not identified as a multi-state or newly formed adviser. Capital allocation activity is limited — Northwood is not described as a capital allocator — and its advisory activity centers on discretionary portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 92%, Cash & Cash Equivalents 4%, Derivatives 3%, Investment Grade Corp Bonds 1%92%
  • Exchange Traded Equities92%
  • Cash & Cash Equivalents4%
  • Derivatives3%
  • Investment Grade Corp Bonds1%

Contacts

1 of 1
  • Frederick Myers

    Frederick Myers

    FounderCRD 6215194

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth