Nichols Asset Management LLC
- Assets, Funds, Holdings
Nichols Asset Management LLC
|
CRD # | 111749 |
SEC # | 801-50360 |
CIK # | 0001512914 |
AUM |
|
Employees |
2 (100% Investors, 0% Brokers)
|
Phone | 978-440-8741 |
Address | 27 Virginia Ridge Rd Sudbury, MA 01776 |
Source |
[IAPD]
[EDGAR]
[Website]
|
Total AUM ($MM)
|
|
AUM Breakdown |
Accounts |
AUM ($MM) |
By Client Type |
(a) Individuals (other than high net worth individuals) |
3
|
0.7 |
(b) Individuals (high net worth individuals) |
9
|
45.3 |
(c) Banking or thrift institutions |
0
|
0.0 |
(d) Investment companies |
0
|
0.0 |
(e) Business development companies |
0 |
0.0 |
(f) Pooled investment vehicles |
0 |
0.0 |
(g) Pension and profit sharing plans |
0 |
0.0 |
(h) Charitable organizations |
2 |
8.5 |
(i) State or municipal government entities |
0 |
0.0 |
(j) Other investment advisers |
0 |
0.0 |
(k) Insurance companies |
0 |
0.0 |
(l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
(m) Corporations or other businesses not listed above |
0 |
0.0 |
(n) Other |
1 |
104.7 |
Total |
45 |
159.2 |
By Discretionary |
Discretionary |
28 |
63.5 |
Non-Discretionary |
17 |
95.7 |
Total |
45 |
159.2 |
By Non-United States Persons |
Non-United States Persons |
|
0.0 |
United States Persons |
|
159.2 |
Total |
45 |
159.2 |
{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "update_card": "/update-card"}
{"uid": 98919200, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}
False
129321397