The NORDWAND ADVISORS GROUP is a privately held investment adviser that advises $4.01Bn in regulatory assets under management held in 2 SEC fund types across 1 investment strategies. NORDWAND ADVISORS GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets decreased by 3.61% over the last 3-years.
The Group has been registered with the SEC for 3.91 years and is comprised of 2 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 150 N. RADNOR CHESTER RD SUITE A270, RADNOR, PENNSYLVANIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 12 employees comprised of 8 investment and 4 non-investment staff. The total number of Employees increased by 50% over the last 3-years.
Their $4.01Bn in assets advised are owned by 4 private funds, 0 public funds and BDCs and 10 other accounts. Assets of High Net Worth Individuals clients own $2.75Bn or 68.63% of Total Assets and Charitable Organizations own $1.21Bn or 30.21% of Total Assets.
The Group's top investment strategies include Early Stage, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Charitable Organizations.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 2 private funds with $11.47mn in assets.
The Group discloses fixed fees, management fees and performance-based fees.
NORDWAND ADVISORS GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 2 funds.