ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC.
Firm details
- Headquarters
- JACKSONVILLE, Florida
- CRD number
- 132500
- Registered since
- April 29, 2021
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
ST. Nicholas Private Asset Management, Inc. is a small, SEC-registered corporate RIA that focuses on portfolio management for individual and family clients and small businesses. The firm registered with the SEC in 2021 and is owned by an individual principal. It charges fees based on a percentage of assets under management and does not present itself as an ESG-focused or multi-state adviser. Its advisory work centers on discretionary portfolio management for private clients rather than institutional consulting or employer retirement plans.
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 Equities76%
- State & Local Bonds10%
- Cash & Cash Equivalents10%
- US Government Bonds3%
- Investment Grade Corp Bonds1%
Contacts
1 of 1JAMES MURPHY
Portfolio ManagerCRD 6324351
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$8.6M in ETFs
100%
$8.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND (VGT) | Vanguard | Passive | Technology | $3.4M | 4,806 | 38.89% |
Location
JACKSONVILLE, FL
DUVAL
Location
JACKSONVILLE, FL
Headquartered in JACKSONVILLE, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.
- Metro area
- Jacksonville-St. Marys-Palatka, FL-GA
- Region
- South
- County
- DUVAL
- Address
- 6817 Southpoint Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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