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Woodbourne Investment Management LLC
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CRD # | 137572 |
SEC # | 801-65460 |
CIK # | |
AUM | $5.1 MM (2024-03-31) |
Employees | 4 (50% Investors, 0% Brokers) |
Phone | 303-413-1414 |
Address | 1919 14th Street Boulder, CO 80302 |
Source | [IAPD] |
Total AUM ($MM) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
HF | Columbia Woodbourne Holdings LLC | 2013-04-01 | 5.1 | |
HF | Woodbourne Master Fund Ltd | 2012-04-23 | 14.1 | |
HF | Woodbourne Real Estate Securities Fund LP | 2012-04-23 | 9.9 | |
HF | Woodbourne Securities Fund Ltd | 2012-04-23 | 4.1 |
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 1 | 5.1 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 1 | 5.1 |
By Discretionary | ||
Discretionary | 1 | 5.1 |
Non-Discretionary | 0 | 0.0 |
Total | 1 | 5.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 5.1 | |
Total | 1 | 5.1 |
Related Firms | State | AUM ($BB) |
---|---|---|
Woodbourne Capital Management International LP
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CO | 2.1 |
Woodbourne Investment Management LLC
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CO | 0.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Grayscale Advisors LLC
✚
|
CT | 0.0 |
AZG Capital LLC
✚
|
FL | 0.0 |
Fractal Capital Management LLC
✚
|
CT | 0.0 |
Lumina Fund Management LLC
✚
|
NY | 0.0 |
Matterhorn Investment Management LLP
✚
|
0.0 | |
Hypatia Capital Management LLC
✚
|
NY | 0.0 |
Dioscuri Capital Management LLC
✚
|
0.0 | |
AP Gilfoyle & Co LP
✚
|
NY | 0.0 |
Advocate Capital Management LLC
✚
|
NY | 0.0 |
Cartica Management LLC
✚
|
FL | 0.0 |