NICHOLAS INVESTMENT PARTNERS, L.P.

6451 El Sicomoro Street
Rancho Santa Fe, California 92067
Tel: 858-759-4545

About NICHOLAS INVESTMENT PARTNERS, L.P.

NICHOLAS INVESTMENT PARTNERS, LP, formally registered with the SEC as NICHOLAS INVESTMENT PARTNERS, LP. The firm was established in 04/17/2006. They have over 3 offices throughout the country.

NICHOLAS INVESTMENT PARTNERS, L.P. is a Rancho Santa Fe, California based Financial Planning firm with nearly $923,903,714 assets under management, offering retirement planning & investment advisory services to 32 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	140159
SEC#	801-66532
Assets Managed by Firm	$923,903,714
No. of Clients	32
No. of Advisors	12

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	32	$923,903,714
High net worth individuals	7	$308,773,232
Pension and profit sharing plans	1	$4,506,672
Charitable organizations	3	$16,343,383

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