David
Ferreira

Owls Nest Partners

CRD#6440848
Investment Advisor
in Chadds Ford, PA

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About this Advisor

David Ferreira is a financial advisor based in Chadds Ford, Pennsylvania, working with Owls Nest Partners. David has previously held positions at Foreside Fund Services, LLC, Logan Circle Partners, L.P, and Owls Nest Partners Ia, LLC. David is registered to provide services in Pennsylvania. Currently, David is part of Owls Nest Partners, which operates out of Chadds Ford, Pennsylvania. The firm has 1 office and 10 employees. The firm manages assets totaling $389.5 million. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Owls Nest Partners includes asset-based and performance-based fees.

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

223 Wilmington-West Chester Pike Suite 218
Chadds Ford, PA 19317

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Owls Nest Partners Brokerage Details

Total Assets Under Management

$389,460,474

PA Average: $15,833,994,310
Total Number of Employees

10

PA Average: 41
Total Number of Accounts

17

PA Average: 3,342
Average Account Size

$22,909,440

PA Average: $4,737,880

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

David Ferreira Work History

2017 - Present (7 years)

Owls Nest Partners Ia, LLC

2015 - 2017 (2 years)

Foreside Fund Services, LLC

2010 - 2015 (5 years)

Logan Circle Partners, L.P

Disclosures

Please visit the SEC profile of David Ferreira to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Owls Nest Partners

Philip Timon
Chadds Ford, PA
David Ferreira
Chadds Ford, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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