Private fund adviser · Chadds Ford, PA
Owls Nest Partners
Owls Nest Partners IA, LLC · SEC-registered investment adviser · CRD 289811 · SEC 801-120755
At a glance
Owls Nest Partners is an SEC-registered investment adviser based in Chadds Ford, Pennsylvania, with $441 million in regulatory assets under management as of its Form ADV filed March 30, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 3,185th of 4,686 private fund advisers and 8,361st of 17,210 SEC-registered advisers by assets.
Main office 484-352-1110owlsnest.partnersLinkedInAs filed on Form ADV
- Regulatory AUM
- $441M
- Rank among private fund advisers
- #3,185 of 4,686
- Rank among all SEC RIAs
- #8,361 of 17,210
- Rank in Pennsylvania
- #300 of 564
- Clients
- 6
- Accounts
- 13
- Discretionary
- 100% of AUM
- Employees
- 10
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Philip C. TimonPortfolio Manager
- David C FerreiraPresident
- Thayne E GouldChief Compliance Officer
- Christopher J WatsonChief Operating Officer
Custody and brokerage
6 custodians
- BNY$52M32%
- Northern Trust$40M25%
- BNY Pershing$38M23%
- Fidelity$24M15%
- J.P. Morgan$6M4%
- Charles Schwab$3M2%
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 6 | $276M | 63% |
| High-net-worth individuals | – | $45M | 10% |
| Sovereign wealth funds and foreign official institutions | – | $40M | 9% |
| Charitable organizations | – | $39M | 9% |
| Other investment advisers | – | $24M | 6% |
| Corporations or other businesses | – | $17M | 4% |
Private funds
Owls Nest Partners reports 2 private funds with $258M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Owls Nest Partners reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗owlsnest.partners ↗
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The full record on Owls Nest Partners
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
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- Growth over one, three and five years
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- Rank against 2,256 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Owls Nest Partners manage?
Owls Nest Partners reports $441 million in regulatory assets under management across 13 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
What kind of firm is Owls Nest Partners?
Owls Nest Partners is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Owls Nest Partners’s clients?
By assets, its largest client types are pooled investment vehicles ($276 million, 6 clients); high-net-worth individuals ($45 million); sovereign wealth funds and foreign official institutions ($40 million).
Does Owls Nest Partners manage private funds?
Yes. It reports 2 private funds with $258 million in gross assets, including hedge funds.
Does Owls Nest Partners have any disciplinary history?
Owls Nest Partners reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Owls Nest Partners’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →