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NICHOLAS INVESTMENT PARTNERS, L.P.

CRD 140159File 801-66532
APPROVED
Retail clients
Custody
Filing as of Jul 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.45B
Above cohort median (national)
Discretionary AUM
$1.45B
Clients
26
32 accounts
Employees
12
Above cohort median in CA

Identity & registration

ADV Item 1
Organization form
Limited Partnership
Firm type
Registered
SEC region
LARO
Registration date
Apr 17, 2006
Principal office
12520 HIGH BLUFF DRIVE, SUITE 390, SAN DIEGO, CA, 92130
Phone
858-759-4545

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.45B
Discretionary AUM
$1.45B
Non-discretionary AUM
$0
Discretionary accounts
32
Non-discretionary accounts
0
Total accounts
32
AUM per client
$55.8M

Clients by type

ADV Item 5D
Client typeClientsAUM
Investment companies1$143.2M
Charitable organizations3$22.5M
Other investment advisersFewer than 5$0
High net worth individuals8$536.2M
Pooled investment vehicles3$348.1M
State or municipal government entities11$400.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Portfolio management for businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.