Woodbourne Capital Management International Lp
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Overview
Woodbourne Capital Management International Lp operates as an advisory company located in Boulder, Colorado. It handles $1.9 billion in assets across 13 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management (AUM). The company has a small team, including 7 financial advisors. Woodbourne Capital Management International Lp does not act as a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments like equities, options and bonds.
Woodbourne Capital Management International Lp oversees all of the company's client assets on a discretionary basis. Discretionary management means that an investment advisor has the discretion to make transaction decisions without needing the client's consent. The advisory firm supervises an average of $147.0 million for each customer account. An average advisor at Woodbourne Capital Management International Lp oversees about two client accounts, making it one of the most individualized advisor firms in the country.
The company's main office is located at 1919 14Th Street, Boulder, Colorado 80302. The firm is legally allowed to provide services to investors in the state of Colorado.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Woodbourne Capital Management International Lp by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1.9 billion
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
14
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
13
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$147.0 million
Fee Structure
Fees for financial advice typically vary depending on the financial services offered. Fee types charged by the firm likely include the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm provides services to pooled investment vehicles. Out of its 13 clients, Woodbourne Capital Management International Lp's largest client group by number of accounts is pooled investment vehicles. Around 71% of the company's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Woodbourne Capital Management International Lp does not have any disclosures.
Please visit its Form ADV for more details.
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