ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC.
Adviser information for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC. last updated from Form ADV on March 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 131 | $130.1M |
| Non-Discretionary | 0 | $0 |
| Total | 131 | $130.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 90 | $130.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-120978 |
|---|---|
| SEC ERA File Number | 801-120978 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 132500 |
| Legal Entity Identifier | None |
Principal Office
6817 SOUTHPOINT PARKWAYSUITE 1204
JACKSONVILLE
FL
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 904-470-0102, Fax: None
Chief Compliance Officer
TIM CEBULKO
PRESIDENT
6817 SOUTHPOINT PARKWAY
SUITE 1204
JACKSONVILLE
FL
United States
Tel:
904-470-0103
C******@****************M
(Full email address available in API data)
Regulatory Contact
ROBYN CEBULKO
COMPLIANCE/TECH MANAGER
6817 SOUTHPOINT PARKWAY
SUITE 1204
JACKSONVILLE
FL
United States
Tel:
904-470-0104
R****@****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CEBULKO, TIM, D | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER | 06/2004 | 50-75% |
| WITHAM, ALLEN, TAYLOR | Individual | – | PRINCIPAL/OWNER | 08/2004 | 10-25% |
| CEBULKO, ROBYN | Individual | – | COMPLIANCE/TECH MANAGER | 04/2021 | 5-10% |