← Tributary

OWLS NEST PARTNERS

CHADDS FORD, PA · CRD 289811 · IAPD ↗ · (484) 352-1110

$441.2MRegulatory AUM
3Advisory reps
10Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — OWLS NEST PARTNERS shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
69
April 2024 — OWLS NEST PARTNERS reported RAUM up 56% ($250.3M -> $389.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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