NICHOLAS INVESTMENT PARTNERS, L.P.

CRD 140159 · SEC 801-66532

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12520 HIGH BLUFF DRIVE, SUITE 390, SAN DIEGO, CA, 92130, United States

Phone

858-759-4545

Fax

858-756-6542

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.45B

Discretionary AUM

$1.45B

Team

12 total employees; 5 advisory reps; 1 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Partnership

Filing date

2026-03-25

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

Type	Clients	AUM
High net worth individuals	8	$536.2M
Investment companies	1	$143.2M
Pooled investment vehicles	3	$348.1M
Charitable organizations	3	$22.5M
State/municipal entities	11	$400.9M

States served

CA, WY, FL

All web addresses on file

https://www.nicpartners.com
https://nicfunds.com
https://www.linkedin.com/company/6048508/admin/dashboard/

Official SEC filing: View on IAPD