OWLS NEST PARTNERS

OWLS NEST PARTNERS IA, LLC

CRD 289811 · SEC 801-120755

223 WILMINGTON-WEST CHESTER PIKE, SUITE 300, CHADDS FORD, PA, 19317-9711, United States

Phone

(484) 352-1110

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$441.2M

Discretionary AUM

$441.2M

Team

10 total employees; 3 advisory reps

Clients

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Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

Services

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

Type	Clients	AUM
Pooled investment vehicles	6	$276.3M

Official SEC filing: View on IAPD