Nich Capital Partners, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 159260
- Registered since
- July 16, 2021
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Nich Capital Partners, Inc. is a corporate SEC-registered investment adviser that opened in 2021 and is owned by an individual. The firm provides fee-based portfolio management primarily to individual and family clients, and it also works with small-business accounts. Its advisory work centers on managing discretionary portfolios under a percentage-of-AUM fee model. Nich Capital does not identify as an ESG-focused manager, and it is not organized as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- US Government Bonds20%
- State & Local Bonds5%
- Cash & Cash Equivalents5%
Contacts
2 of 2
David Halling
AnalystCRD 1839576
Martin Briesach
FounderCRD 1697980
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$2.2M in ETFs
100%
$2.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $1.3M | 2,250 | 59.36% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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