Owls Nest Partners
Answer a few questions and
get matched with an advisor.
Learn more about Owls Nest Partners
Overview
Owls Nest Partners operates as a financial advisory company located in Chadds Ford, Pennsylvania. The firm oversees $250.3 million in total assets across 17 client accounts, placing it in the mid-tier of financial advisory firms in the nation by assets under management (AUM). It has a small group, including 4 financial advisors. Owls Nest Partners is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer company to do so. Securities are tradable fiscal investments like stocks, bonds and options.
Owls Nest Partners oversees all of the firm's accounts in a discretionary manner. Discretionary management is a structure in which an investment advisor has the discretion to make buy and sell choices for the client's account without requiring the client's permission. Owls Nest Partners oversees an average of $14.7 million in assets for each client account. The typical advisor at Owls Nest Partners manages around four client accounts, placing it among the most individualized advisor firms in the country.
The company's headquarters is at 223 Wilmington-West Chester Pike, Chadds Ford, Pennsylvania 19317-9711. The company is legally allowed to provide services to investors in the state of Pennsylvania.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Owls Nest Partners by the Numbers
$250.3 million
9
17
$14.7 million
Fee Structure
Financial advisory fees usually are based on the type of financial services offered. Fee types charged by the company likely include some blend of the following fee types: asset-based or performance-based. Owls Nest Partners does not participate in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to pooled investment vehicles. Out of its 17 customers, Owls Nest Partners's largest client type is pooled investment vehicles. Around 24% of the company's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Owls Nest Partners does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
Financial Advisors at Owls Nest Partners
Chadds Ford, PA
Chadds Ford, PA
Not sure which advisor is right for you? Use our matching tool
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.