Nich Capital Partners, Inc.

RIASEC RegisteredEst. 2021
Total AUM
$148M
Discretionary
$148M
100% of AUM
Avg account
$1.4M
Accounts
109
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
159260
Registered since
July 16, 2021
Custodians
LPL FINANCIAL LLC
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Nich Capital Partners, Inc. is an independent, corporation-structured registered investment adviser that began SEC registration in 2021 and is owned by an individual. The firm focuses on portfolio management for individuals and small businesses and charges fees as a percentage of assets under management. Its client base is primarily individual and family investors. Nich Capital is not positioned as an ESG investor, does not operate as a multi-state adviser, and does not identify as a capital allocator or pension consultant. The firm also lists a real estate broker affiliation, indicating an operational or industry tie to the property sector alongside its advisory work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 70%, US Government Bonds 20%, State & Local Bonds 5%, Cash & Cash Equivalents 5%70%
  • Exchange Traded Equities70%
  • US Government Bonds20%
  • State & Local Bonds5%
  • Cash & Cash Equivalents5%

Contacts

2 of 2
  • David Halling

    David Halling

    AnalystCRD 1839576

  • Martin Briesach

    Martin Briesach

    FounderCRD 1697980

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 11

Active vs passive

$4M in ETFs

Passive

100%

$4M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$2.9M3,95073.23%

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth