ST. Nicholas Private Asset Management, Inc.
Firm details
- Headquarters
- Jacksonville, Florida
- CRD number
- 132500
- Registered since
- April 29, 2021
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
ST. Nicholas Private Asset Management, Inc. is a corporate registered investment adviser that began SEC registration in 2021 and is owned by an individual. The firm serves individual and family clients, charging fees as a percentage of assets under management and providing portfolio management for individuals and small businesses. It does not identify as an active ESG investor, does not operate across multiple states, and does not act as a pension consultant or related adviser. The firm is not set up as a capital allocator.
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 Equities76%
- State & Local Bonds10%
- Cash & Cash Equivalents10%
- US Government Bonds3%
- Investment Grade Corp Bonds1%
Contacts
1 of 1
James Murphy
Portfolio ManagerCRD 6324351
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$8.6M in ETFs
100%
$8.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND (VGT) | Vanguard | Passive | Technology | $3.4M | 4,806 | 38.89% |
Location
Jacksonville, FL
Duval
Location
Jacksonville, FL
Headquartered in Jacksonville, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.
- Metro area
- Jacksonville-St. Marys-Palatka, FL-GA
- Region
- South
- County
- Duval
- Address
- 6817 Southpoint Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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