{"url":"https://nivawealth.com/firms/woodbourne-capital-management-international-143980","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/143980","regulatoryAum":1977881000,"crd":"143980","history":[{"filedOn":"2021-03-31","regulatoryAum":1451054000,"clients":10,"employees":10,"offices":1},{"filedOn":"2022-03-31","regulatoryAum":2149781000,"clients":12,"employees":12,"offices":1},{"filedOn":"2023-04-29","regulatoryAum":1911147000,"clients":13,"employees":14,"offices":1},{"filedOn":"2024-03-31","regulatoryAum":2069427000,"clients":14,"employees":14,"offices":1},{"filedOn":"2025-03-31","regulatoryAum":1981877000,"clients":15,"employees":14,"offices":1},{"filedOn":"2026-03-31","regulatoryAum":1977881000,"clients":15,"employees":14,"offices":1}],"secFileNumber":"801-68001","legalName":"Woodbourne Capital Management International LP","displayName":"Woodbourne Capital Management International","slug":"woodbourne-capital-management-international-143980","website":"https://woodbourneinvestments.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/143980/c03791bdcffb79dd-r1.webp","tone":"dark","width":2410,"height":200,"sourceUrl":"https://woodbourneinvestments.com/","sourceLabel":"Woodbourne Capital Management International LP, website"},"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/woodbourne-capital-management-international-lp/","founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"1919 14th Street, Suite 900","city":"Boulder","state":"CO","stateName":"Colorado","country":"United States","postalCode":"80302"},"tradeNames":[],"registration":{"secApproved":"25 June 2007","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":14,"advisory":7,"brokerDealerReps":0,"insuranceAgents":0,"promoters":2},"aum":{"regulatory":1977881000,"discretionary":1977881000,"discretionaryAccounts":15,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":75,"nonAumClients":1},"clientTypes":[{"label":"Pooled investment vehicles","clients":15,"regulatoryAum":1977881000}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Woodbourne Capital Management International has custody of $1.57B in client assets for 15 clients.","otherCustodians":[],"leadership":[{"name":"Terrence Coghlan","title":"Chief Compliance Officer","crd":"5148339"},{"name":"John Harding","title":"SVP - Asset Management","crd":"5072773"},{"name":"Jeffrey Heyman","title":"Limited Partner","crd":"5071485"}],"ownership":[{"label":"Jeffrey Heyman","detail":"Limited partner in the 75% or more ownership band and a control person, since March 2007. Also a member of Woodbourne Capital Management GP LLC in the 75% or more band and a control person, since March 2007."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Colorado","offices":1,"addresses":[{"street":"1919 14th Street, Suite 900","city":"Boulder","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"303-413-1414","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":15},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/143980/PDF/143980.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Woodbourne Capital Management International have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Woodbourne Capital Management International offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Woodbourne Capital Management International have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Woodbourne Capital Management International?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Woodbourne Capital Management International get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Woodbourne Capital Management International?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}