WOODBOURNE CAPITAL MANAGEMENT INTERNATIONAL LP

RIASEC RegisteredEst. 2007
Total AUM
$2B
Discretionary
$2B
100% of AUM
Avg account
$132M
Accounts
15
Employees
14
Advisory reps
3

Firm details

Headquarters
BOULDER, Colorado
CRD number
143980
Registered since
June 25, 2007
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Woodbourne Capital Management International LP is a limited partnership that operates as a real estate-focused fund manager and adviser to pooled investment vehicles. Registered with the SEC in 2007, the firm targets institutional clients and carries out portfolio management for pooled funds while also serving as sponsor, general partner and managing member for those vehicles. Its compensation model combines a percentage-of-assets fee with performance-based fees. The firm does not identify itself as an active ESG investor and is structured as a domestic entity.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

2 of 2
  • JEFFREY HEYMAN

    Founder & Chief Investment OfficerCRD 5071485

  • TERRENCE COGHLAN

    Chief Operating OfficerCRD 5148339

Contacts

1 of 1
  • JOHN HARDING

    Executive Vice PresidentCRD 5072773

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

BOULDER, CO

BOULDER

Location

BOULDER, CO

Headquartered in BOULDER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
BOULDER
Address
1919 14th St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth