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| Nordwand Investments LLC
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|
|
|---|---|
| CRD # | 323829 |
| SEC # | 801-127287 |
| CIK # | |
| AUM | $44.7 M (2026-03-20) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 484-630-2510 |
| Address | 150 N Radnor Chester Rd Radnor, PA 19087 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Nordwand Healthcare Opportunities I | 2026-03-20 | 2.5 | |
| PE | Nordwand Special Opportunities III LLC | [2026-03-20] | 3.9 | 9.0 |
| VC | Nordwand Early Opportunities Fund I LLC | [2024-01-18] | 11.0 | 11.8 |
| Other | Nordwand Income Opportunities Fund I LLC | [2024-01-18] | 0.0 | 12.0 |
| Other | Nordwand Special Opportunities Fund II LLC | [2024-01-18] | 13.5 | 0.0 |
| Other | Nordwand Special Opportunities Fund I LLC | [2024-01-18] | 0.0 | 13.9 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 44.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 44.7 |
| By Discretionary | ||
| Discretionary | 4 | 44.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 44.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 44.7 | |
| Total | 4 | 44.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| James Martin | 48 | 3 | ||
| Gerald Kane | 6 | 2 | ||
| Theodore Brooks | 6 | 2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Oneascent Capital LLC
✚
|
AL | 0.1 |
|
Blue Marlin HoldCo LLC
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|
MD | 0.1 |
|
42 AM LLC
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|
NY | 0.1 |
|
Foxpath Capital Partners LP
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|
NY | 0.1 |
|
Krane Capital Management LLC
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|
NY | 0.0 |
|
B Riley Wealth Private Shares LLC
✚
|
TN | 0.0 |
|
ACME Credit Partners LLC
✚
|
NY | 0.0 |
|
HKW Management LLC
✚
|
0.0 | |
|
Tabernacle Equity Management LLC
✚
|
TX | 0.0 |
|
Palladium Heritage Management LLC
✚
|
NY | 0.0 |