Woodbourne Capital Management International provides portfolio management for pooled vehicles. The firm advises 15 private funds.
Woodbourne Capital Management International reports 15 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($1.98B across 15 accounts) are managed with discretion. Of its clients, 75% are outside the U.S. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 15 | $1.98B | 100.0% | $132M |
| Total | 15 | $1.98B | 100% | $132M |
- Clients
- 15
- Regulatory AUM
- $1.98B
- AUM share
- 100.0%
- Avg. per client
- $132M
Total
- Clients
- 15
- Regulatory AUM
- $1.98B
- AUM share
- 100%
- Avg. per client
- $132M
- Clients outside the U.S.
- 75%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 15
Woodbourne Capital Management International is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Jeffrey Heyman owns 75% or more of Woodbourne Capital Management International. The leadership team of Woodbourne Capital Management International includes Chief Compliance Officer Terrence Coghlan. It has 14 employees, 7 of them in advisory roles.
Staff
- 14 employees
- 7 in advisory functions
- 2 soliciting firms
- Owns 75% or more of Woodbourne Capital Management International LP
Jeffrey Heyman
Control person · since March 2007
Woodbourne Capital Management International’s regulatory assets grew from $1.45B (March 2021) to $1.98B (March 2026); clients rose from 10 to 15 and employees from 10 to 14.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $1.98B | 15 | 14 | 1 |
| Mar 2025March 2025 | $1.98B | 15 | 14 | 1 |
| Mar 2024March 2024 | $2.07B | 14 | 14 | 1 |
| Apr 2023April 2023 | $1.91B | 13 | 14 | 1 |
| Mar 2022March 2022 | $2.15B | 12 | 12 | 1 |
| Mar 2021March 2021 | $1.45B | 10 | 10 | 1 |
Besides its headquarters, Woodbourne Capital Management International has 0 offices, with 1 listed address in 1 state.
Colorado · 1 listed address
- 1919 14th Street, Suite 900, BoulderHQ
Contact and registration details
- Legal name
- Woodbourne Capital Management International LP
- Headquarters
- 1919 14th Street, Suite 900, Boulder, CO 80302
- Website
- woodbourneinvestments.com
- Phone
- 303-413-1414
- SEC file
- 801-68001
- Structure
- Delaware limited partnership
- Fiscal year end
- December
Woodbourne Capital Management International has custody of $1.57B for 15 clients.
How many clients does Woodbourne Capital Management International have?
Woodbourne Capital Management International has 15 clients and manages $1.98 billion for them, as of March 2026. They include 15 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Woodbourne Capital Management International offer?
Woodbourne Capital Management International provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Woodbourne Capital Management International have?
Woodbourne Capital Management International has 0 investment adviser representatives registered with state securities authorities, out of 14 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Woodbourne Capital Management International?
Woodbourne Capital Management International’s direct owner is Jeffrey Heyman (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Woodbourne Capital Management International get paid?
Woodbourne Capital Management International is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Woodbourne Capital Management International?
Woodbourne Capital Management International’s main office is at 1919 14th Street, Suite 900, Boulder, CO 80302. Its phone number is 303-413-1414. Its website is woodbourneinvestments.com.