← Tributary

NORDWAND INVESTMENTS, LLC

RADNOR, PA · CRD 323829 · IAPD ↗ · 484-630-2510

$44.7MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
2Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
February 2024 — NORDWAND INVESTMENTS, LLC reported RAUM up 213% ($16.2M -> $50.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
February 2024 — NORDWAND INVESTMENTS, LLC now reports 4 private fund(s) ($50.9M gross).
Firm reports private funds for the first time.
Fund administrationCompliance

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