RIA Intel›Advisers›Colorado›NORTHWOOD INVESTORS LLC

NORTHWOOD INVESTORS LLC

Fund Manager

N·DENVER, CO

Data as of Jan 8, 2026 · Source: SEC Form ADV

Total AUM

$10.6B

1-Year AUM Growth

-24.8%

3-Year CAGR

-3.4%

Employees

30

Assets Under Management

Total AUM$10.6B

Discretionary AUM$10.1B

Non-Discretionary AUM$525M

Discretionary %95%

Total Clients35

Team

Total Employees30

Investment Advisers117

Employee Growth (1Y)-2.6%

Private Funds

Number of Private Funds35

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record25

First FilingFeb 21, 2012

Latest FilingJan 8, 2026

🔒 Full AUM trend chart and 25 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on NORTHWOOD INVESTORS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.