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| St Nicholas Private Asset Management Inc
✚
| |
|---|---|
| CRD # | 132500 |
| SEC # | 801-120978 |
| CIK # | |
| AUM | $130.1 MM (2024-03-13) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 904-470-0102 |
| Address | 6817 Southpoint Parkway Jacksonville, FL 32216 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 90 | 130.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 131 | 130.1 |
| By Discretionary | ||
| Discretionary | 131 | 130.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 131 | 130.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 130.1 | |
| Total | 131 | 130.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Vannoy Advisory Group Inc
✚
|
TX | 0.1 |
|
Kopion Asset Management LLC
✚
|
TX | 0.1 |
|
Allegiance Financial Advisors Inc
✚
|
FL | 0.1 |
|
Peak Investment Advisors Inc
✚
|
CO | 0.1 |
|
Treger & Associates LLC
✚
|
VA | 0.1 |
|
KEEN Capital LLC
✚
|
CO | 0.1 |
|
Kane Investment Management Inc
✚
|
CA | 0.1 |
|
Fjell Capital
✚
|
ND | 0.1 |
|
New Dimensions Wealth Management LLC
✚
|
TX | 0.1 |
|
RS Asset Management LLC
✚
|
CO | 0.1 |