N
$18.4M Total AUM
$18.4M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
12 yrs Firm Age
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- Custodian
- Interactive Brokers ยท Morgan Stanley
- Clients
- Retail
- Platforms
- Meridian momentumMeridian
- Established Date
- 08-07-2013
- Office Locations
- 1
Office Locations
-- Portola Valley CA
About Northwood Investment Partners, LLC
Northwood Investment Partners (founded 2013, San Francisco Bay Area) manages separate-account portfolios for high-net-worth individuals and institutions, built from bottom-up value research and opportunistic special situations in a concentrated set of undervalued stocks. The firm is 100% employee-, veteran-, and minority-owned and provides client account access via Interactive Brokers.
Team overview
-- AVG AGE
$18.4M AVG AUM / ADVISOR
$921.7K AVG AUM / CLIENT
13 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
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Asset Classes
Vital Momentum Unison
Custodian
Oak Legacy insight
Investment Themes
Capital prime
Investment Vehicles
Timber
Services
Element
Technology
Catalyst bridge Matrix ridge
Owner & Executives
F
FREDERICK WILLIAM MYERS
Founder, Manager
- CRD
- #6215194
- Ownership
- 75% or more
(849) 332-7856
insight.capital@legacycapital.com
in linkedin.com/in/wave-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,433,530 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,433,530 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,433,530
Equity - Exchange:
29.8% Cash:
30.8% Derivatives:
19.9% Corporate - Investment Grade:
19.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,325,585,015 | 29.8% |
| Cash | $2,403,624,781 | 30.8% |
| Derivatives | $1,552,991,336 | 19.9% |
| Corporate - Investment Grade | $1,521,775,429 | 19.5% |
| Total | $7,803,976,561 | 100.0% |