Nobscot Investment Management LLC

Overview

Nobscot Investment Management LLC is an SEC-registered investment adviser (registration noted in 2024) that manages portfolios primarily for individuals and families, with services extended to small businesses and institutional clients. The firm charges a percentage-of-AUM fee and operates as an owner-managed LLC, indicating a compact advisory model rather than a large institutional platform. Its filings categorize advisory activities around discretionary portfolio management, and it is not identified as an active ESG investor or a multi-state adviser. Investment activity shows a clear preference for pooled public vehicles—mutual funds constitute the largest single asset class on the books—while the firm also allocates to third-party alternative managers. The business model leans on external managers for specialized exposures (private equity, hedge funds) rather than operating as a capital allocator itself. That structure fits a client base of high-net-worth individuals and families who need diversified access across public markets and private markets without internal fund manufacturing.

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Public Holdings

Investments & Alternatives

Location & Offices