JACKSONVILLE, FLCRD 132500Latest ADV March 31, 2026
St. Nicholas Private Asset Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Jacksonville, FL.
Assets Under Management
$151M
Employees
3
Offices
--
Total Clients
92
Primary office
JACKSONVILLE, FL
6817 SOUTHPOINT PARKWAY, SUITE 1204, JACKSONVILLE, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
92
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$151Mas of March 31, 2026
Discretionary100.0%
$151M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$151M
Total Accounts156
10Y AUM Change+$45M (+42.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee31:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.