Nicholas Investment Parnters, LP

Nicholas Investment Parnters, LP (CRD# 140159) is a financial advisory firm headquartered in Rancho Santa Fe, CA. They manage $1,952,210,919 in 50 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,952
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $39,044,218
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, MO, TX

Financial Advisors at Nicholas Investment Parnters, LP
Showing 1 - 3 of 3 top financial advisors.
1
Laura S. Demarco
CRD#: 1791541
6451 El Sicomoro Street, Rancho Santa Fe, CA 92067
93
Wealthminder
score

Laura Demarco (CRD# 1791541) is an Investment Advisor Representative working at Nicholas Investment Parnters, LP in Rancho Santa Fe, CA and has over 24 years of experience in the finance industry.

2
Christopher P. Siriani
CRD#: 2059500
6451 El Sicomoro Street, Rancho Santa Fe, CA 92067
93
Wealthminder
score

Christopher Siriani (CRD# 2059500) is an Investment Advisor Representative working at Nicholas Investment Parnters, LP in Rancho Santa Fe, CA and has over 9 years of experience in the finance industry.

3
John D. Wylie
CRD#: 1122263
6451 El Sicomoro Street, Rancho Santa Fe, CA 92067
93
Wealthminder
score

John Wylie (CRD# 1122263) is an Investment Advisor Representative working at Nicholas Investment Parnters, LP in Rancho Santa Fe, CA and has over 26 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.