SourcingSourcing

NICH CAPITAL PARTNERS, INC.

A66
CRD 159260·SEC 801-121774
AUM
$148.0M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$444K
@ 30% margin
Est. Deal Value
$3.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NICH CAPITAL PARTNERS, INC.
CRD
159260
SEC file #
801-121774
EIN
—
DBA names
—

Economics

AUM
$148.0M
AUM band
$100M-$500M
AUM trajectory
'22'26
$163.0M → $148.0M▼ -9%
Client mix
Individuals High Net Worth69

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
3 advisors → 2 advisors▼ -33%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/02/2026
ADV-W filed at
—
Website
nichcapitalpartners.com

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BRIESACH, MARTIN, JAMES
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
BRIESACH, MARTIN, JAMES
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
NICHCAPITALPARTNERS.COM
Rdap Domain Creation Date
2011-10-07T22:12:34Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Lpl Financial4
E*trade4
Firm Has Custody
No
Rdap Domain Expiration Date
2027-10-07T22:12:34Z
Rdap Domain Last Changed
2025-10-08T12:33:16Z
Rdap Nameservers
Ns77.domaincontrol.comNs78.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1697980
Trust Company Affiliate
No

People (2)

2
BRIESACH, MARTIN, JAMES
IAR · Direct Owner · 87.5%
1697980
DAVID GEORGE HALLING
IAR
1839576