Owls Nest Partners

Owls Nest Partners (CRD# 289811) is a financial advisory firm headquartered in Chadds Ford, PA. They manage $389,460,474 in 17 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
223 Wilmington-west Chester Pike, Suite 300, Chadds Ford, PA 19317
https://www.linkedin.com/company/owlsnestpartners
By the Numbers
  • Total Assets Under Management
    389
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $22,909,440
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 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.

PA

Financial Advisors at Owls Nest Partners
Showing 1 - 2 of 2 top financial advisors.
1
David Ferreira, financial advisor Chadds Ford PA
David C. Ferreira
CRD#: 6440848
223 Wilmington-west Chester Pike, Suite 218, Chadds Ford, PA 19317

David Ferreira (CRD# 6440848) is an Investment Advisor Representative working at Owls Nest Partners in Chadds Ford, PA and has 1 year of experience in the finance industry.

2
Philip Timon, financial advisor Chadds Ford PA
Philip C. Timon
CRD#: 1535691
223 Wilmington-west Chester Pike, Suite 218, Chadds Ford, PA 19317

Philip Timon (CRD# 1535691) is an Investment Advisor Representative working at Owls Nest Partners in Chadds Ford, PA and has over 37 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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