Nomadic Value Partners
Firm details
- Headquarters
- ,
- CRD number
- 322633
- Website
- nomadicvalue.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles61.48%
- Individuals29.78%
- Charitable Organizations8.74%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Nomadic Value Partners is a Vermont-registered limited liability company operating as a hedge fund manager. The firm is owned by an individual and serves both individual/family and institutional clients. Its advisory work spans portfolio management for individuals and small businesses, pooled investment vehicles, and businesses or institutions, and it also provides selection of other advisers. Compensation combines a percentage-of-assets-under-management fee with performance-based fees. The firm is not positioned as an ESG investor and is not structured as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities63%
- Public Funds/Mutual Funds33%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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