← Tributary

NORWOOD INVESTMENT PARTNERS, LP

MILL VALLEY, CA · CRD 156280 · IAPD ↗ · 415-713-6989

$164.1MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
December 2025 — NORWOOD INVESTMENT PARTNERS, LP (MILL VALLEY, CA) left the SEC roster (was $164.1M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.