Multi-Family OfficeRIA · CRD 323829SEC-RegisteredPrivate Fund Adviser

Updated:

Nordwand Investments

Nordwand Investments was established in 2022 by Jim Martin, who previously held roles at Morgan Stanley Private Wealth Management, Credit Suisse and Donaldson,...

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Nordwand Investments

Nordwand Investments was established in 2022 by Jim Martin, who previously held roles at Morgan Stanley Private Wealth Management, Credit Suisse and Donaldson, Lufkin & Jenrette. The firm provides investment management, estate planning and advisory services to multiple families with an emphasis on generational wealth preservation. The firm allocates across private equity, venture capital, hedge funds, private credit and secondaries. It targets growth and seed-stage opportunities and maintains exposure in North America and Europe. Confirmed focuses include healthcare services and AI/ML. Deployment occurs via direct co-investments, SPVs and fund commitments. The team comprises five named professionals. Christopher Boyle serves as co-founder and COO; Theodore W. Brooks leads listed strategies; Dan Kane is a co-founder; Connor Martin acts as senior associate. No additional offices or adjacent vehicles are recorded. The multi-family office structure separates client mandates from the principals' prior institutional roles at Morgan Stanley and CenterSquare Investment Management.

General information

Firm type

Multi Family Office

Year founded

2022

Location

Region

North America

Country

United States

City

Radnor

Corporate office

Radnor, United States

Principals

Jim Martin

Founder, CEO, and CIO

Christopher Boyle

Co-founder and Chief Operating Officer

Theodore W. Brooks

Co-founder and Head of Listed Strategies

Dan Kane

Co-founder

Connor Martin

Senior Associate

Sector focus

Healthcare ServicesAI/ML

Frequently asked questions

Who runs investment decisions at Nordwand Investments?

Jim Martin serves as Founder, CEO and CIO. Theodore W. Brooks heads listed strategies while Christopher Boyle oversees operations as co-founder and COO.

Does Nordwand Investments participate in fund commitments or only direct deals?

The firm uses both approaches. It executes direct co-investments and SPVs alongside commitments to hedge funds, private equity and secondaries vehicles.

What investment stages does Nordwand Investments typically target?

The firm focuses on growth and seed stages within venture capital and private equity.

Which sectors does Nordwand Investments explicitly prioritize?

Confirmed sector exposure includes healthcare services and AI/ML.

Where does Nordwand Investments maintain geographic exposure?

The firm invests in North America and Europe.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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