{"url":"https://nivawealth.com/firms/nolan-management-312637","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/312637","regulatoryAum":450364715,"crd":"312637","history":[{"filedOn":"2022-06-02","regulatoryAum":164808830,"clients":2,"employees":6,"offices":1},{"filedOn":"2023-03-27","regulatoryAum":483438143,"clients":3,"employees":8,"offices":1},{"filedOn":"2024-03-27","regulatoryAum":516269565,"clients":3,"employees":8,"offices":1},{"filedOn":"2025-07-25","regulatoryAum":506699276,"clients":3,"employees":10,"offices":1},{"filedOn":"2026-05-11","regulatoryAum":450364715,"clients":3,"employees":8,"offices":1}],"secFileNumber":"801-126021","legalName":"Nolan Management LLC","displayName":"Nolan Management","slug":"nolan-management-312637","website":null,"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"338 Pier Avenue","city":"Hermosa Beach","state":"CA","stateName":"California","country":"United States","postalCode":"90254"},"tradeNames":[],"registration":{"secApproved":"6 July 2022","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":8,"advisory":5,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":450364715,"discretionary":285864715,"discretionaryAccounts":2,"nonDiscretionary":164500000,"nonDiscretionaryAccounts":1,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":3,"regulatoryAum":450364715}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Nolan Management has custody of $450M in client assets for 3 clients.","otherCustodians":[],"leadership":[{"name":"Priscilla Park","title":"Chief Compliance Officer and Chief Financial Officer","crd":"7330915"},{"name":"Peter Nolan","title":"Managing Member","crd":"1089018"}],"ownership":[{"label":"Peter Nolan","detail":"Managing member in the 75% or more ownership band and a control person, since September 2019."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"338 Pier Avenue","city":"Hermosa Beach","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"424-675-7605","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":3},"sources":{"adv1FilingDate":"11 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/312637/PDF/312637.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Nolan Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Nolan Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Nolan Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Nolan Management?","answer":"Nolan Management’s direct owner is Peter Nolan (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 11 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Nolan Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Nolan Management?","answer":"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","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}