OWLS NEST PARTNERS IA, LLC
Legal name: OWLS NEST PARTNERS
CRD #289811 SEC #801-120755 CHADDS FORD, PA (484) 352-1110
SEC Registered Private Funds
Total AUM
$472.9M
Discretionary
$472.9M
Employees
12
Clients
--
Accounts
16
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $472.9M | $472.9M | $0 | 12 | 0 |
| Jan 2025 | $472.9M | $472.9M | $0 | 12 | 0 |
| Apr 2024 | $389.5M | $389.5M | $0 | 10 | 0 |
| Mar 2024 | $389.5M | $389.5M | $0 | 10 | 0 |
| Mar 2023 | $250.3M | $250.3M | $0 | 9 | 0 |
| Mar 2022 | $263M | $263M | $0 | 9 | 0 |
| Apr 2021 | $161.5M | $161.5M | $0 | 6 | 6 |
| Mar 2021 | $161.5M | $161.5M | $0 | 6 | 6 |
| Mar 2021 | $161.5M | $161.5M | $0 | 6 | 6 |
DateSep 2025
Total AUM$472.9M
Discretionary$472.9M
Non-Disc.$0
Employees12
Clients0
DateJan 2025
Total AUM$472.9M
Discretionary$472.9M
Non-Disc.$0
Employees12
Clients0
DateApr 2024
Total AUM$389.5M
Discretionary$389.5M
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$389.5M
Discretionary$389.5M
Non-Disc.$0
Employees10
Clients0
DateMar 2023
Total AUM$250.3M
Discretionary$250.3M
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$263M
Discretionary$263M
Non-Disc.$0
Employees9
Clients0
DateApr 2021
Total AUM$161.5M
Discretionary$161.5M
Non-Disc.$0
Employees6
Clients6
DateMar 2021
Total AUM$161.5M
Discretionary$161.5M
Non-Disc.$0
Employees6
Clients6
DateMar 2021
Total AUM$161.5M
Discretionary$161.5M
Non-Disc.$0
Employees6
Clients6