Nicholas Investment Partners, L.P.

% of assets managed in San Diego, CA

SEC registeredNo commissions reported

Call (858) 759-4545 Send a message Map ↗

Public-record details

Address: 12520 High Bluff Drive, Suite 390, San Diego, CA 92130
Phone: (858) 759-4545
Listed under: % of assets managed
CRD number: 140159
Registration: SEC registered since 2006-04-17
Compensation (Form ADV 5.E): Percentage of assets under management; Performance-based fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Portfolio management for individuals/small businesses
Regulatory assets under management: $1.5 billion
Accounts managed: 32
Clients reported (Form ADV 5.D): 26
Individual / high-net-worth clients: 0 / 8
Employees: 12
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-07-10

SEC registered investment adviser, CRD 140159, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 140159 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in San Diego

7 Streets Financial, LLC8372 University Ave · San Diego, CA 91942 · (619) 798-3372 · Financial planningCRD 282577 · % of assets, Fixed fees · $88.4 million AUMSEC registeredNo commissions reported American Assets Investment Management, LLC3430 Carmel Mountain Road, Ste. 150, Suite 150 · San Diego, CA 92121 · (858) 345-1461 · % of assets managedCRD 131660 · % of assets · $5.9 billion AUMSEC registeredNo commissions reported Ariston Services Group, LLC750 B Street, Suite 1940 · San Diego, CA 92101 · (619) 241-2326 · Financial planningCRD 146255 · % of assets, Fixed fees, Performance-based fees · $527.0 million AUMSEC registeredNo commissions reported Ats Wealth Management5435 Oberlin Dr., Suite 200 · San Diego, CA 92121 · (858) 643-5757 · Financial planningCRD 137705 · % of assets, Hourly charges, Fixed fees · $383.6 million AUMSEC registeredNo commissions reported Awm Global Advisors750 B Street, Suite 2850 · San Diego, CA 92101 · (619) 225-7600 · Financial planningCRD 159094 · % of assets · $59.2 million AUMSEC registeredNo commissions reported Axion Wealth Advisors6265 Greenwich Drive, Ste. 150 · San Diego, CA 92122 · (760) 473-9109 · % of assets managedCRD 325396 · % of assets · $59.3 million AUMState registeredNo commissions reported Azimuth Wealth Advisors12636 High Bluff Drive, Suite 400 · San Diego, CA 92130 · (858) 225-8210 · Financial planningCRD 290050 · % of assets, Hourly charges, Fixed fees · $40.2 million AUMState registeredNo commissions reported Bamboo Wealth Strategies3131 Camino Del Rio North, Suite 750 · San Diego, CA 92108 · (619) 289-9670 · Financial planningCRD 170093 · % of assets, Hourly charges, Fixed fees · $235.7 million AUMSEC registeredNo commissions reported

All 126 in San Diego →