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Catherine Charlotte Somhegyi Nicholas

NICHOLAS INVESTMENT PARTNERS, L.P.·RANCHO SANTA FE, California
Clean recordNICHOLAS INVESTMENT PARTNERS, L.P.
6451 EL SICOMORO STREET, RANCHO SANTA FE, CA 92067CRD# 1493778Firm CRD# 140159

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Catherine Charlotte Somhegyi Nicholas · RANCHO SANTA FE, CA
Registration
CRD #1493778 · NICHOLAS INVESTMENT PARTNERS, L.P.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Catherine Charlotte Somhegyi Nicholas is a registered financial advisor based in RANCHO SANTA FE, California, affiliated with NICHOLAS INVESTMENT PARTNERS, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
NICHOLAS INVESTMENT PARTNERS, L.P.
NICHOLAS INVESTMENT PARTNERS, L.P.
AUM
$924M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at NICHOLAS INVESTMENT PARTNERS, L.P. →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1493778
Firm CRD# 140159
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Catherine Charlotte Somhegyi Nicholas offer?
Catherine Charlotte Somhegyi Nicholas specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in RANCHO SANTA FE, California for a consultation.
What are Catherine Charlotte Somhegyi Nicholas's credentials?
Catherine Charlotte Somhegyi Nicholas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Catherine Charlotte Somhegyi Nicholas located?
Catherine Charlotte Somhegyi Nicholas is based in RANCHO SANTA FE, California, working with NICHOLAS INVESTMENT PARTNERS, L.P.. Their office serves clients in the RANCHO SANTA FE metropolitan area and surrounding communities.
How does Catherine Charlotte Somhegyi Nicholas charge for services?
Catherine Charlotte Somhegyi Nicholas's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NICHOLAS INVESTMENT PARTNERS, L.P.?
NICHOLAS INVESTMENT PARTNERS, L.P. has approximately 12 employees and manages $924M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NICHOLAS INVESTMENT PARTNERS, L.P.

Arthur Edward Nicholas
RANCHO SANTA FE, CA
Christopher Paul Siriani
RANCHO SANTA FE, CA
John David Wylie
RANCHO SANTA FE, CA
Laura Stanley Demarco
RANCHO SANTA FE, CA
Alexander Stephen Reison
RANCHO SANTA FE, CA
Jennifer Roper
RANCHO SANTA FE, CA

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Research
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