SourcingSourcing

OWLS NEST PARTNERS IA, LLC

C35
CRD 289811·SEC 801-120755·CHADDS FORD, PA
AUM
$441.2M
$100M-$500M
Est. Revenue
$4.4M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
OWLS NEST PARTNERS IA, LLC
CRD
289811
SEC file #
801-120755
EIN
364873691
DBA names
Owls Nest Partners

Economics

AUM
$441.2M
AUM band
$100M-$500M
AUM trajectory
'22'26
$161.5M → $441.2M▲ +173%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
10
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'22'26
3 advisors → 3 advisors▬ 0%
Primary office
CHADDS FORD PA
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
linkedin.com/company/owlsnestpartners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
OWLS NEST PARTNERS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
OWLS NEST PARTNERS, LLC
FERREIRA, DAVID, C
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001845806
Edgar Registered
Yes
Edgar Filing Count
24
Edgar First Filing Date
2021-02-12
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
22
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001398344-26-009193

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Pershing12
Charles Schwab6
Fidelity4
E*trade4
Northern Trust2
Edgar Addresses
Mailing
223 WILMINGTON-WEST CHESTER PIKESUITE 300CHADDS FORD, PA 19317
Business
223 WILMINGTON-WEST CHESTER PIKESUITE 300CHADDS FORD, PA 19317
Edgar EIN
364873691
Edgar Recent Filings
13F-HR2026-05-14 · 0001398344-26-009193
13F-HR2026-02-13 · 0001398344-26-003013
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (5)

5
TIMON, PHILIP, CARL
IAR · Executive Officer · 2.5%
1535691
FERREIRA, DAVID, C
IAR · Executive Officer · 2.5%
6440848
Thayne E Gould
Executive Officer · 2.5%
3139959
WATSON, CHRISTOPHER, J
Executive Officer · 2.5%
1753834
SAMUEL IZZY GUDEON
IAR
6519454