NOLAN MANAGEMENT LLC

RIASEC RegisteredEst. 2022
Total AUM
$450M
Discretionary
$286M
63% of AUM
Avg account
$150M
Accounts
3
Employees
8
Advisory reps
2

Firm details

Headquarters
HERMOSA BEACH, California
CRD number
312637
Registered since
July 6, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Nolan Management LLC is a limited liability company registered with the SEC in 2022 that operates as a private equity-focused adviser serving institutional clients. The firm provides portfolio management for pooled investment vehicles and also acts as sponsor, general partner, and managing member of those pooled vehicles. Its owner type is listed as an individual, and its compensation mixes a percentage-of-assets model with performance-based fees. Nolan Management does not identify as an active ESG investor, is not a multi-state adviser, and does not provide pension consulting or related-adviser services.

Assets & Accounts

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

Owners & executives

1 of 1
  • Priscilla Park

    Chief Financial OfficerCRD 7330915

Contacts

1 of 1
  • PETER NOLAN

    ChairmanCRD 1089018

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

HERMOSA BEACH, CA

LOS ANGELES

Location

HERMOSA BEACH, CA

Headquartered in HERMOSA BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
338 Pier Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth