OWLS NEST PARTNERS

Legal name: OWLS NEST PARTNERS IA, LLC

CRD 289811File 801-120755

APPROVED

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$441.2M

Below cohort median (national)

Discretionary AUM

$441.2M

Clients

13 accounts

Employees

Below cohort median in PA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Apr 12, 2021
Principal office: 223 WILMINGTON-WEST CHESTER PIKE, SUITE 300, CHADDS FORD, PA, 19317-9711
Phone: (484) 352-1110
Website: HTTPS://WWW.LINKEDIN.COM/COMPANY/OWLSNESTPARTNERS

Assets & accounts

ADV Item 5F

Total regulatory AUM: $441.2M
Discretionary AUM: $441.2M
Non-discretionary AUM: $0
Discretionary accounts: 13
Non-discretionary accounts: 0
Total accounts: 13
AUM per client: $73.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$16.6M
Non-U.S. persons	Fewer than 5	$40.5M
Charitable organizations	Fewer than 5	$39.0M
Other investment advisers	Fewer than 5	$24.3M
High net worth individuals	Fewer than 5	$44.6M
Pooled investment vehicles	6	$276.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

Portfolio management for businesses
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: Yes
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

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.