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Building 2NICHOLAS INVESTMENT PARTNERS, L.P.

Map pinSAN DIEGO, CA
Phone858-759-4545
NotebookSEC #801-66532
Total AUM
$1.5B
Employees
12
Clients
26

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12520 HIGH BLUFF DRIVE
SUITE 390
SAN DIEGO
CA 92130
United States
Operating Hours
7AM TO 4PM
Monday - Friday
Phone
858-759-4545
Other Offices
1

ReceiptFinancials

Total AUM
$1.5B
Accounts
32
Discretionary
$1.5B
Accounts
32
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
8
AUM
$536.2M
Investment Company Clients
1
AUM
$143.2M
Pooled Vehicle Clients
3
AUM
$348.1M
Charitable Organization Clients
3
AUM
$22.5M
Government Entity Clients
11
AUM
$400.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFL

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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