← Tributary

NICHOLAS INVESTMENT PARTNERS, L.P.

SAN DIEGO, CA · CRD 140159 · IAPD ↗ · nicpartners.com · 858-759-4545

$1.45BRegulatory AUM
5Advisory reps
12Employees
1Clients
n/aPlanning clients
3Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — NICHOLAS INVESTMENT PARTNERS, L.P. moved its main office from RANCHO SANTA FE, CA to SAN DIEGO, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
85
April 2025 — NICHOLAS INVESTMENT PARTNERS, L.P. crossed $1B in regulatory AUM ($923.9M -> $1.18B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
April 2024 — NICHOLAS INVESTMENT PARTNERS, L.P. shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.