Firm profile

OWLS NEST PARTNERS

CHADDS FORD, PACRD 289811Latest ADV March 30, 2026

Owls Nest Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chadds Ford, PA. Its latest Form ADV filing, dated March 30, 2026, reports $441M in regulatory assets under management, 10 employees, and 13 accounts.

Assets Under Management
$441M
Employees
10
Offices
--
Total Clients
6
Primary office
CHADDS FORD, PA
223 WILMINGTON-WEST CHESTER PIKE, SUITE 300, CHADDS FORD, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOThayne E. Gould
COOChristopher J. Watson

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
6
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Other categories<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$441Mas of March 30, 2026
Discretionary100.0%
$441M
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.

Total AUM$441M
Total Accounts13
10Y AUM Change+$280M (+173.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees10
Clients per Employee1:1
10Y Employee Change+4 (+66.7%)

* 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.