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 an independent, corporation-form registered investment adviser that began SEC registration in 2021 and is owned by an individual. The firm serves primarily individual and family clients, providing portfolio management for individuals and small businesses on a fee basis calculated as a percentage of assets under management. It does not describe itself as an active ESG investor, does not act as a capital allocator, and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities76%
- State & Local Bonds10%
- Cash & Cash Equivalents10%
- US Government Bonds3%
- Investment Grade Corp Bonds1%
Contacts
1 of 1
James Murphy
Portfolio ManagerCRD 6324351
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$9.9M in ETFs
100%
$9.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND (VGT) | Vanguard | Passive | Technology | $4.5M | 37,844 | 45.79% |
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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