Nomadic Value Partners
Firm details
- Headquarters
- ,
- CRD number
- 322633
- 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 operates as a small, owner-run hedge fund and advisory firm that blends direct portfolio management for individuals and institutions with sponsorship and management of pooled investment vehicles. The firm charges a combination of a percentage-of-AUM fee and performance-based fees, and it explicitly provides portfolio management for individual/small business clients, pooled vehicles, and businesses or institutions, in addition to selecting other advisers when appropriate. Nomadic Value Partners signals a clear tilt toward liquid equity exposure—exchange-traded equities are the dominant on-balance-sheet asset—and runs at least one proprietary hedge fund vehicle as part of its product mix. The firm is not positioned as an active ESG investor.
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%
Contacts
1 of 1
Joshua Collinsworth
ManagerCRD 7190411
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Barnhart Investment Advisory
RIATower Ridge Investment Management LLC
RIAParkhurst Consulting Cpa Pc
RIACedar Park, TX
Stonestreet Financial, Inc.
RIAStoughton, MA
Hensel Capital Management
RIACoulombe And Sons Wealth Management
RIAWoodland Hills, CA