NICHOLAS INVESTMENT PARTNERS, L.P.

RANCHO SANTA FE, California·3 registered advisors·CRD# 140159

SEC# 801-665322858-759-4545

01

Firm Overview

AUM

$924M

Regulatory assets under management

Employees

12

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Compensation

Percentage of AUM

Performance-based fees

03

Specialties

Investment Management Retirement Planning Wealth Management

04

Advisors at NICHOLAS INVESTMENT PARTNERS, L.P.

3 registered advisors

Christopher Paul Siriani

RANCHO SANTA FE, California

John David Wylie

RANCHO SANTA FE, California

Laura Stanley Demarco

RANCHO SANTA FE, California

05

Office Locations

RANCHO SANTA FE, California

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Data sourced from SEC Form ADV filings. NICHOLAS INVESTMENT PARTNERS, L.P. (CRD# 140159) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.