NOLAN MANAGEMENT LLC
Adviser information for NOLAN MANAGEMENT LLC last updated from Form ADV on March 27th, 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 | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2 | $354.1M |
| Non-Discretionary | 1 | $162.1M |
| Total | 3 | $516.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 3 | $516.3M |
| 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 pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Principal Office
338 PIER AVENUEHERMOSA BEACH
CA
United States
Monday - Friday, 8AM-5PM PST
Tel: 424-675-7605, Fax: None
Websites
Chief Compliance Officer
WESLEY KNUTH
338 PIER AVENUE
HERMOSA BEACH
CA
United States
Tel:
424-213-1977
W**@***********M
(Full email address available in API data)
Regulatory Contact
PETER J NOLAN
MANAGER
338 PIER AVENUE
HERMOSA BEACH
CA
United States
Tel:
424-675-4174
N****@***********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| HERMOSA FUND LLC | Private Equity Fund | $262.1M | $10.0M | 1 |
| NOLAN JASPER HOLDINGS LLC | Private Equity Fund | $86.6M | $10.0M | 5 |
| VAQUEROS PARTNERS LLC | Private Equity Fund | $167.5M | $30.0M | 10 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| NOLAN, PETER, JOSEPH | Individual | – | MANAGING MEMBER | 09/2019 | > 75% |
| KNUTH, WESLEY, JAMES | Individual | – | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | 01/2024 | < 5% |