Nicholas Investment Partners, LP

Nicholas Investment Partners, LP (CRD# 140159) is a financial advisory firm headquartered in Rancho Santa Fe, CA. They manage $780,885,921 in 33 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    781
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $23,663,210
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
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
The map below shows states where this firm has explicit registration only.

CA, FL, WY

Financial Advisors at Nicholas Investment Partners, LP
Showing 1 - 2 of 2 top financial advisors.
1
Christopher P. Siriani
CRD#: 2059500
6451 El Sicomoro Street, Rancho Santa Fe, CA 92067

Christopher Siriani (CRD# 2059500) is an Investment Advisor Representative working at Nicholas Investment Partners, LP in Rancho Santa Fe, CA and has over 16 years of experience in the finance industry.

2
John D. Wylie
CRD#: 1122263
6451 El Sicomoro Street, Rancho Santa Fe, CA 92067

John Wylie (CRD# 1122263) is an Investment Advisor Representative working at Nicholas Investment Partners, LP in Rancho Santa Fe, CA and has over 33 years of experience in the finance industry.

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