Theodore Brooks is a CFA-designated registered investment advisor at Nordwand Investments, LLC, based in Radnor, PA, with 3 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Nordwand Investments serves as the investment advisor to affiliated private funds and may receive compensation in the form of management fees, administrative fees, and/or incentive fees. The affiliated private funds may pay Nordwand Investments management or administrative fees quarterly or as directed by Nordwand Investments. In instances where Nordwand Investments is also the General Partner of the affiliated private fund, Nordwand Investments may also receive a special allocation based upon the return of each limited partner’s capital account. Each limited partner will be charged for the special allocation attributable to their capital account.
Location
150 N. Radnor Chester Rd, Suite A270, Radnor, PA, 19087
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Nordwand Investments, LLC
Nordwand Advisors
State Registrations1 state
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