Corrigo Investment Partners, Llc
- Regulatory AUM
- $707M
- Discretionary
- $707M
- Clients
- 3
- Avg AUM / client
- $236M
- Accounts
- 3
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $707M | 100.0% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $610M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Beachhead Credit Opportunities Llc | Hedge Fund | Delaware | $321M | 1 |
| Beachhead Special Opportunities Llc | Hedge Fund | Delaware | $269M | 1 |
| Beachhead Emerging Opportunities Llc | Hedge Fund | Delaware | $19.7M | 2 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mcdaniel, Kyle, Wayne | Managing Member | May 2018 (8y) | Less than 5% | |
| Woodhouse, D, Christine | General Counsel And Cco | Feb 2019 (8y) | ≈ 37.5% – 75% via Corrigo Investment Holdings, Llc | |
| Grant Douglas Birdwell | Registered representative | Jul 2018 (8y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Corrigo Investment Holdings, Llc | Sole Member | Jan 2018 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Woodhouse, D, Christine: 50% – 75% of Corrigo Investment Holdings, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $610M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Beachhead Credit Opportunities Llc | Hedge Fund | $321M | $10.0M | 1 |
| Beachhead Special Opportunities Llc | Hedge Fund | $269M | $1.0M | 1 |
| Beachhead Emerging Opportunities Llc | Hedge Fund | $19.7M | $1.0M | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.56 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗