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Woodbourne Management International LP (Boulder)


Woodbourne Management International LP is a related adviser based in Boulder. It manages $801 thousand of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Colorado.

Woodbourne Management International provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Woodbourne Management International: assets under management

The assets under management (AUM) of Woodbourne Management International LP is $801 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -98% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $801 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $400.5 thousand each.
Woodbourne Management International has custody of $801 thousand in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Woodbourne Management International LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boulder

The principal office where Woodbourne Management International LP performs its advisory services is located at 1919 14 Th Street, Boulder, CO 80302, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-413-1414 or by fax 303-449-4253. The normal business hours are 8:00 am to 5:00 pm mst on Monday - Friday.


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