Owner · Nordwand Investments, LLC
James F. Martin
CRD 1218618 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Nordwand Investments, LLC, an SEC-registered private fund adviser based in Radnor, PA with $45 million in regulatory assets, lists James F. Martin on its Form ADV as Owner, a control person. The SEC filings also name James at 1 other registered adviser.
Firms and roles
- Nordwand Investments, LLCOwnerPrivate fund adviser · Radnor, PA · $45M in regulatory assets
- Nordwand AdvisorsChief Executive Officer and Chief Investment OfficerWealth manager · Radnor, PA · $4.0B in regulatory assets
AtlasMembers
James’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Gerald J. KaneChief Compliance Officer, Nordwand Investments, LLC
- Lisa DimterChief Adminstrative Officer, Nordwand Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.