Nicholas Investment Partners, LP
Nicholas Investment Partners, LP (CRD# 140159) is a financial advisory firm headquartered in Rancho Santa Fe, CA. They manage $923,903,714 in 32 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Nicholas Investment Partners, LP
By the Numbers
-
Total Assets Under Management924MILLION
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Total Number of Accounts32ACCOUNTS
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Average Account Value$28,871,991
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
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, WY
Financial Advisors at Nicholas Investment Partners, LP
1
Christopher Siriani (CRD# 2059500) is an Investment Advisor Representative working at Nicholas Investment Partners, LP in Rancho Santa Fe, CA and has over 17 years of experience in the finance industry.
2
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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