HERMOSA BEACH, CACRD 312637Latest ADV March 30, 2026
Nolan Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hermosa Beach, CA. Its latest Form ADV filing, dated March 30, 2026, reports $450M in regulatory assets under management, 8 employees, and 3 accounts.
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 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%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$450Mas of March 30, 2026
Discretionary63.5%
$286M
63% of total RAUM63.5%
Non-discretionary36.5%
$165M
37% of total RAUM36.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$450M
Total Accounts3
10Y AUM Change+$286M (+173.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee0:1
10Y Employee Change+2 (+33.3%)
* 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.