Nicholas Investment Partners, L.P. is an SEC registered investment adviser organized as a limited partnership with a primary office location in San Diego, CA. Its latest Form ADV filing, dated March 25, 2026, reports $1.5B in regulatory assets under management, 12 employees, 1 office, and 32 accounts.
Assets Under Management
$1.5B
Employees
12
Offices
1 office
Total Clients
26
Primary office
SAN DIEGO, CA
12520 HIGH BLUFF DRIVE, SUITE 390, SAN DIEGO, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentGovernment represent 42.3% of total clients.
Top client categories% of clientsClients
1
Government
42.3%
11
2
HNWI
30.8%
8
3
Pooled Investment Vehicles
11.5%
3
4
Charitable
11.5%
3
5
Investment Cos.
3.8%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of March 25, 2026
Discretionary100.0%
$1.5B
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$1.5B
Total Accounts32
10Y AUM Change$-393M (-21.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee2:1
10Y Employee Change-4 (-25.0%)
* 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.