NORDWAND INVESTMENTS, LLC
Firm details
- Headquarters
- RADNOR, Pennsylvania
- CRD number
- 323829
- Registered since
- February 3, 2023
- Website
- nordwandcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Nordwand Investments, LLC is a limited liability company that acts primarily as an investment adviser to pooled investment vehicles and institutional clients. The firm registered with the SEC in 2023 and is structured as an “other” type of fund provider rather than a traditional RIA focused on retail households. Its business model centers on managing pooled vehicles and allocating capital through those vehicles, often with fee arrangements that include both a percentage of assets under management and performance-based fees. The firm does not identify as an active ESG investor. Nordwand positions itself to work with institutional stakeholders and related adviser networks rather than broad retail distribution. The emphasis on pooled vehicle management and performance fees indicates an orientation toward manager-led strategies and potentially opportunistic, return-seeking allocations rather than simple long-only indexing.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2JAMES MARTIN
Chief Executive OfficerCRD 1218618
GERALD KANE
Chief Compliance OfficerCRD 1598143
Contacts
1 of 1THEODORE BROOKS
Founder & PartnerCRD 2860908
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
RADNOR, PA
DELAWARE
Location
RADNOR, PA
Headquartered in RADNOR, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- DELAWARE
- Address
- 150 N Radnor Chester Rd
- Time zone
- ET (UTC-5)
- Office locations
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