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Nolan Management

Private funds

Hermosa Beach, CACRD 312637Updated

Nolan Management is an investment adviser based in Hermosa Beach, CA, registered with the SEC since 2022. It provides investment management. Its clients include pooled investment vehicles. Its regulatory assets under management total $450 million, as filed on 11 May 2026.

3
Clients
Not reported
AUM per individual client
5
Advisory staff
1
Offices

From Form ADV filed 11 May 2026SEC record

Services and clients

Nolan Management provides portfolio management for pooled vehicles. The firm advises 3 private funds.

Nolan Management reports 3 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 63.5% ($286M across 2 accounts) are managed with discretion; $165M across 1 account is not.

Clients and assets by client type
Clients3 clients
Assets$450M
Share of clients and assets by client type
Client typeClientsAssets
Pooled investment vehicles100%100%
Client breakdown and activity details
Pooled investment vehicles
Clients
3
Regulatory AUM
$450M
AUM share
100.0%
Avg. per client
$150M

Total

Clients
3
Regulatory AUM
$450M
AUM share
100%
Avg. per client
$150M
Clients outside the U.S.
0%
Clients advised without assets under management last fiscal year
0
Private funds advised
3

Fees and minimums

Nolan Management is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.

Ownership and people

Peter Nolan owns 75% or more of Nolan Management. The leadership team of Nolan Management includes Chief Financial Officer Priscilla Park. It has 8 employees, 5 of them in advisory roles.

Leadership

  • Priscilla Park
    Chief Compliance Officer and Chief Financial Officer
  • Peter Nolan
    Managing Member

Staff

  • 8 employees
  • 5 in advisory functions
Who owns the firm
Nolan Management LLC· the adviser
  • Peter Nolan

    Control person · since September 2019

    Owns 75% or more of Nolan Management LLC

Growth and acquisitions

Nolan Management’s regulatory assets grew 2.7× from $165M (June 2022) to $450M (May 2026); clients rose from 2 to 3 and employees from 6 to 8.

By annual filing
Measure
Figures from each annual filing
Nolan Management figures from each annual Form ADV filing
FiledRegulatory AUMClientsEmployeesOffices
May 2026$450M381
July 2025$507M3101
March 2024$516M381
March 2023$483M381
June 2022$165M261

Offices and registration details

Besides its headquarters, Nolan Management has 0 offices, with 1 listed address in California.

Listed office addresses in California
Hermosa Beach

California · 1 listed address

  • 338 Pier Avenue, Hermosa BeachHQ

Contact and registration details

Legal name
Nolan Management LLC
Headquarters
338 Pier Avenue, Hermosa Beach, CA 90254
Website
Not reported
SEC file
801-126021
Structure
Delaware LLC
Fiscal year end
December

Custodians

Nolan Management has custody of $450M in client assets for 3 clients.

Common questions

How many clients does Nolan Management have?

Nolan Management has 3 clients and manages $450 million for them, as of May 2026. They include 3 pooled investment vehicles.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 May 2026

What services does Nolan Management offer?

Nolan Management provides portfolio management for pooled vehicles.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Nolan Management have?

Nolan Management has 0 investment adviser representatives registered with state securities authorities, out of 8 employees, and 5 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

Who owns Nolan Management?

Nolan Management’s direct owner is Peter Nolan (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 11 May 2026

How does Nolan Management get paid?

Nolan Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions 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 Nolan Management?

Nolan Management’s main office is at 338 Pier Avenue, Hermosa Beach, CA 90254. Its phone number is 424-675-7605.

Source: Form ADV Part 1A, Item 1.F, filed 11 May 2026

Sources and methodology

  1. Form ADV Part 1A, amendment filed 11 May 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 312637.
  3. SEC registered adviser data, annual Form ADV amendments filed 2 June 2022 to 11 May 2026. Items 1.F and 5.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since. Disciplinary history is not yet shown here. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one.

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