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Nicholas Co Inc

● SEC registered since 1968CRD 108347SEC# 801-4658Milwaukee, WI
Export (members)
Reg. AUM
$6.32B
Employees
17
Accounts
13
Location
Milwaukee, WI

Nicholas Co Inc assets under management

Nicholas Co Inc is a registered investment adviser overseen by the SEC based in Milwaukee, WI. The firm has been registered since 1968. It reports $6.3 billion in regulatory assets under management and employs 17 people.

Nicholas Co Inc owners & executives

8 reported
NameTitleOwnershipSince
Christopher E O'Reilly ControlChief Technology Officer, Executive Vice PresidentUnder 5%2005
David John Lubar ControlDirectorUnder 5%2007
David Owen Nicholas ControlChief Executive Officer, President, Chief Investment Officer, Director, Shareholder50-75%1986
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Frequently asked questions

How much does Nicholas Co Inc manage?

Nicholas Co Inc reports $6.3 billion in regulatory assets under management on its Form ADV.

How many employees does Nicholas Co Inc have?

Nicholas Co Inc reports 17 employees.

Where is Nicholas Co Inc located?

Nicholas Co Inc is based in Milwaukee, WI and has been SEC-registered since 1968.

Does Nicholas Co Inc disclose fund performance?

Nicholas Co Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address411 E. Wisconsin Ave., Ste 2100, Milwaukee, WI 53202-4467
Phone414-272-4650
Fax414-272-7867
Office hours8:00 a.m. To 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
CIK903949
Discloses disciplinary historyNo

Assets under management

Discretionary$6.32B
Non-discretionary$0
Total (RAUM)$6.32B