Loretta Nolan Associates, LLC
● SEC registered since 2025CRD 126468SEC# 801-133789Old Greenwich, CT
Reg. AUM
$135.8M
Employees
1
Accounts
126
Location
Old Greenwich, CT
Loretta Nolan Associates, LLC assets under management
Loretta Nolan Associates, LLC is an SEC-registered investment adviser based in Old Greenwich, CT. The firm has been registered since 2025. It reports $135.8 million in regulatory assets under management and employs 1 people.
Loretta Nolan Associates, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Loretta Crane Nolan Control | Managing Member/Chief Compliance Officer | Over 75% | 1997 |
Frequently asked questions
How much does Loretta Nolan Associates, LLC manage?
Loretta Nolan Associates, LLC reports $135.8 million in regulatory assets under management on its Form ADV.
How many employees does Loretta Nolan Associates, LLC have?
Loretta Nolan Associates, LLC reports 1 employees.
Where is Loretta Nolan Associates, LLC located?
Loretta Nolan Associates, LLC is based in Old Greenwich, CT and has been SEC-registered since 2025.
Does Loretta Nolan Associates, LLC disclose fund performance?
Loretta Nolan Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 13 Arcadia Road, Suite 10, Old Greenwich, CT 06870 |
| Phone | 203.637.1402 |
| Fax | 203.637.1472 |
| Office hours | 9:00 a.m. - 4:30 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$135.8M▲ 12%
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$135.8Mregulatory AUM
Discretionary $2.7MNon-discretionary $133.1M