Northwood Investment Partners provides investment management services to individuals and institutions, specializing in a concentrated value investing strategy. They seek undervalued securities and event-driven opportunities, using preferred and common equity, options, and warrants. The firm has discretionary authority, allowing them to make investment decisions on your behalf. Their services are not tailored to individual needs and should be part of a larger portfolio.
Assets Under Management$9.3M
Clients20
Advisors1
Avg. per Client$470K
Avg. per Advisor$9.3M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable. The firm may also receive a performance-based fee from certain clients of up to 20% of net profits.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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