NICH Capital Partners provides portfolio management for individuals and small businesses.
NICH Capital Partners reports 69 high-net-worth individuals. Of its assets, 100.0% ($148M across 109 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 69 | $148M | 100.0% | $2.15M |
| Total | 69 | $148M | 100% | $2.15M |
- Clients
- 69
- Regulatory AUM
- $148M
- AUM share
- 100.0%
- Avg. per client
- $2.15M
Total
- Clients
- 69
- Regulatory AUM
- $148M
- AUM share
- 100%
- Avg. per client
- $2.15M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
NICH Capital Partners charges 1.00%–1.25% a year for its Asset Management. The fee is billed in arrears, is negotiable and requires an account of at least $250,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Portfolio Services for Accounts Not Managed by the Firm
- Advice on accounts the firm does not manage is charged at a negotiable fee.
Martin Briesach owns 75% or more of NICH Capital Partners. The leadership team of NICH Capital Partners includes Chief Compliance Officer Martin Briesach. It has 2 employees.
Leadership
Martin BriesachManaging Member, Chief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Nich Capital Partners, Inc.
Martin Briesach
Control person · since January 2012
NICH Capital Partners’ regulatory assets grew from $133M (July 2021) to $148M (June 2026); clients rose from 38 to 69 and employees fell from 3 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $148M | 69 | 2 | 1 |
| January 2025 | $173M | 66 | 3 | 2 |
| April 2024 | $124M | 97 | 3 | 2 |
| February 2023 | $110M | 93 | 2 | 2 |
| February 2022 | $163M | 48 | 3 | 1 |
| July 2021 | $133M | 38 | 3 | 1 |
Besides its headquarters, NICH Capital Partners has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Nich Capital Partners, Inc.
- Headquarters
- Not reported
- Website
- nichcapitalpartners.com
- Phone
- 415-203-3896
- SEC file
- 801-121774
- Structure
- California corporation
- Fiscal year end
- December
NICH Capital Partners uses LPL Financial ($148M) as custodian for its separately managed accounts. NICH Capital Partners does not have custody of client assets.
- LPL FinancialLPL Financial LLC · Fort Mill, SC · $148M100%
At year end, NICH Capital Partners’ separately managed accounts were mostly in stocks (70%) and bonds (25%). Its reported 13F holdings for the quarter ended 31 March 2026 total $60.1M across 76 positions; the largest are Nvidia Corp. (21.9%), Amazon (9.2%) and Alphabet Inc. (7.4%).
What the accounts hold
- Stocks70%
- Bonds25%
- U.S. government and agency bonds20%
- State and local bonds5%
- Cash5%
Reported 13F holdings
- $60.1M
- Reported 13F value
- 76
- Positions
- 72.6%
- In the 10 largest
- —
- Value vs. prior quarter
- Nvidia Corp.21.9%
- Amazon9.2%
- Alphabet Inc.7.4%
- Tesla Inc.7.1%
- Apple Inc.6.7%
- Broadcom Inc.6.1%
- Equinix Inc.5.1%
- Crowdstrike Holdings3.2%
- Costco Wholesale3.1%
- Palo Alto2.6%
Together, the ten largest are 72.6% of reported value.
How many clients does NICH Capital Partners have?
NICH Capital Partners has 69 clients and manages $148 million for them, as of June 2026. They include 69 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 June 2026
What services does NICH Capital Partners offer?
NICH Capital Partners provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does NICH Capital Partners charge?
NICH Capital Partners charges 1.00%–1.25% a year for its Asset Management. The fee is billed in arrears, is negotiable and requires an account of at least $250,000.
Source: ADV PART 2A, filed 4 June 2026
Which custodians does NICH Capital Partners use?
NICH Capital Partners’ separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $148M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 June 2026
How many financial advisors does NICH Capital Partners have?
NICH Capital Partners has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does NICH Capital Partners invest in?
At the end of its last fiscal year, NICH Capital Partners’ separately managed accounts held 70% exchange-traded equities, 20% U.S. government and agency bonds, 5% state and local bonds and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does NICH Capital Partners have a minimum investment?
Yes, NICH Capital Partners’ minimum account size for its Asset Management is $250K.
Source: ADV PART 2A, filed 4 June 2026
Who owns NICH Capital Partners?
NICH Capital Partners’ direct owner is Martin Briesach (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 4 June 2026
How does NICH Capital Partners get paid?
NICH Capital Partners is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact NICH Capital Partners?
Its phone number is 415-203-3896. Its website is nichcapitalpartners.com.