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Building 2OWLS NEST PARTNERS

Map pinCHADDS FORD, PA
Phone(484) 352-1110
NotebookSEC #801-120755
Total AUM
$441.2M
Employees
10
Clients
11

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
223 WILMINGTON-WEST CHESTER PIKE
SUITE 300
CHADDS FORD
PA 19317-9711
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
(484) 352-1110

ReceiptFinancials

Total AUM
$441.2M
Accounts
13
Discretionary
$441.2M
Accounts
13
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1
AUM
$44.6M
Pooled Vehicle Clients
6
AUM
$276.3M
Charitable Organization Clients
1
AUM
$39M
Investment Advisor Clients
1
AUM
$24.3M
Sovereign Wealth Fund Clients
1
AUM
$40.5M
Corporation or Business Clients
1
AUM
$16.6M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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