DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Woodbourne Capital Management International LP
Latest filing Mar 31, 2026
First filing on the tape Apr 20, 2012 · 28 filings
SEC status approved since Jun 25, 2007
RAUM
$2.0B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
14
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
15
reported on Schedule D
History
28 filings and snapshots on the tape
RAUM$2.0B as of Mar 31, 2026
Apr 20, 2012$406M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Apr 1, 20130 then
Employees (5.A)14 as of Mar 31, 2026
Apr 1, 20137 then
Private funds15 as of Mar 31, 2026
Apr 20, 20124 then
RAUM -0.2% over the last fiscal year+1.2% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $132MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -0.2%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $1.6B, 15 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.0B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 15reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.6B for 15 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
17 reported on Schedule D 7.B.(1)
Owners and control persons
Schedule A and B, latest filing
- Matthew Terrence Coghlan · Chief Compliance Officercontrolsince 05/2016 · owns less than 5%
- G. John Harding · Svp - Asset Managementcontrolsince 01/2017 · owns less than 5%
- D. Jeffrey Heyman · Limited Partnercontrolsince 03/2007 · owns 75% or more
- D. Jeffrey Heyman · Membercontrolsince 03/2007 · owns 75% or more of Woodbourne Capital Management Gp LLC
Entity owners
- Woodbourne Capital Management Gp LLC · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- Woodbourne Canada Partners Advisors II LLCpooled vehicle sponsorn
- Woodbourne Canada Partners Advisors III LLCpooled vehicle sponsorn
- Woodbourne Canada Partners Advisors IV LLCpooled vehicle sponsorn
- Woodbourne Canada Partners Advisors V LLCpooled vehicle sponsorn
- Woodbourne Investment Management LLCinvestment advisernRAUM $5.1M
Advisers that list Woodbourne Capital Management International LP as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 6 to 7Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $1.4B to $1.6BMar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $2.0B to $2.0BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $2.0B to $2.0BMar 31, 2025 to Mar 31, 2026
- RAUM · $2.0B to $2.0BMar 31, 2025 to Mar 31, 2026
- Related adviser · true to falseMar 31, 2025 to Mar 31, 2026
- Accounts · 14 to 15Mar 31, 2024 to Mar 31, 2025
- Pooled vehicle clients · 14 to 15Mar 31, 2024 to Mar 31, 2025
- Assets in custody · $1.3B to $1.4BMar 31, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 31, 2024 to Mar 31, 2025
- Private funds · 14 to 15Mar 31, 2024 to Mar 31, 2025
- Discretionary RAUM · $2.1B to $2.0BMar 31, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $2.1B to $2.0BMar 31, 2024 to Mar 31, 2025
- RAUM · $2.1B to $2.0BMar 31, 2024 to Mar 31, 2025
- Accounts · 13 to 14Apr 29, 2023 to Mar 31, 2024
- Advisory employees · 7 to 6Apr 29, 2023 to Mar 31, 2024
- Pooled vehicle clients · 13 to 14Apr 29, 2023 to Mar 31, 2024
- Assets in custody · $1.1B to $1.3BApr 29, 2023 to Mar 31, 2024
- Private funds · 13 to 14Apr 29, 2023 to Mar 31, 2024
- Discretionary RAUM · $1.9B to $2.1BApr 29, 2023 to Mar 31, 2024
- Pooled vehicle RAUM · $1.9B to $2.1BApr 29, 2023 to Mar 31, 2024
- RAUM · $1.9B to $2.1BApr 29, 2023 to Mar 31, 2024
- Accounts · 12 to 13Mar 31, 2022 to Mar 31, 2023
- Advisory employees · 6 to 7Mar 31, 2022 to Mar 31, 2023
- Pooled vehicle clients · 12 to 13Mar 31, 2022 to Mar 31, 2023
- Assets in custody · $2.1B to $1.1BMar 31, 2022 to Mar 31, 2023
- Employees · 12 to 14Mar 31, 2022 to Mar 31, 2023
- Private funds · 12 to 13Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $2.1B to $1.9BMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $2.1B to $1.9BMar 31, 2022 to Mar 31, 2023
- RAUM · $2.1B to $1.9BMar 31, 2022 to Mar 31, 2023
- Accounts · 10 to 12Mar 31, 2021 to Mar 31, 2022
- Advisory employees · 5 to 6Mar 31, 2021 to Mar 31, 2022
- Pooled vehicle clients · 10 to 12Mar 31, 2021 to Mar 31, 2022
- Assets in custody · $1.5B to $2.1BMar 31, 2021 to Mar 31, 2022
- Employees · 10 to 12Mar 31, 2021 to Mar 31, 2022
- Private funds · 10 to 12Mar 31, 2021 to Mar 31, 2022
- Discretionary RAUM · $1.5B to $2.1BMar 31, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $1.5B to $2.1BMar 31, 2021 to Mar 31, 2022
- RAUM · $1.5B to $2.1BMar 31, 2021 to Mar 31, 2022
Signals
3 dated events
- Woodbourne Capital Management International Lp reported RAUM $2.1B, up 48% from $1.5B (2021-03-31 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Woodbourne Capital Management International Lp reported RAUM $1.3B, up 26% from $1.1B (2019-03-31 to 2020-04-20)Apr 20, 2020 · RAUM change · derived
- Woodbourne Capital Management International Lp reported RAUM $1.1B, up 59% from $675.1M (2018-04-02 to 2019-03-31)Mar 31, 2019 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/WOODBOURNE-CAPITAL-MANAGEMENT-INTERNATIreportedpublic record, Form ADV, Sep 17, 2026
- Website
- WOODBOURNEINVESTMENTS.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 303-413-1414reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Woodbourne Capital Management International LP is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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