OWLS NEST PARTNERS

223 Wilmington-West Chester Pike
Suite 300
Chadds Ford, Pennsylvania 19317-9711
Tel: (484) 352-1110

About OWLS NEST PARTNERS

OWLS NEST PARTNERS, formally registered with the SEC as OWLS NEST PARTNERS. The firm was established in 04/12/2021. They have over 2 offices throughout the country.

OWLS NEST PARTNERS is a Chadds Ford, Pennsylvania based Financial Planning firm with nearly $472,944,049 assets under management, offering retirement planning & investment advisory services to 16 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289811
SEC#	801-120755
Assets Managed by Firm	$472,944,049
No. of Clients	16
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 pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	16	$472,944,049
High net worth individuals	Fewer than 5 clients	$46,784,508
Charitable organizations	Fewer than 5 clients	$38,470,027
Other investment advisers	Fewer than 5 clients	$37,104,693
Corporations or other businesses	Fewer than 5 clients	$52,336,272

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Firm Name	Assets Under Management	Total Clients	Total Advisors

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