Nordwand Investments, LLC
● SEC registered since 2023CRD 323829SEC# 801-127287Radnor, PA
Ranks #5,878 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$44.7M
Fund GAV
$11.5M
Private funds
2
Employees
2
Accounts
4
Location
Radnor, PA
Nordwand Investments, LLC assets under management
Nordwand Investments, LLC is an investment advisory firm registered with the SEC based in Radnor, PA. The firm has been registered since 2023. It reports $44.7 million in regulatory assets under management and employs 2 people. Nordwand Investments, LLC manages 2 private funds with combined gross assets of $11.5 million, including Nordwand Special Opportunities III, LLC. By regulatory assets, it ranks 5,878 of 6,004 private fund managers.
Nordwand Investments, LLC private funds
2 funds · $11.5M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Nordwand Special Opportunities III, LLC | Private Equity | $9M | $1 |
| Nordwand Healthcare Opportunities I | Private Equity | $2.5M | — |
Nordwand Investments, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gerald Joshua Kane Control | Chief Compliance Officer | Under 5% | 2023 |
| Nordwand Capital, LLC Control | Managing Member | Over 75% | 2022 |
| James Francis Martin Control | Owner | Over 75% | 2022 |
Frequently asked questions
How much does Nordwand Investments, LLC manage?
Nordwand Investments, LLC reports $44.7 million in regulatory assets under management on its Form ADV.
How many private funds does Nordwand Investments, LLC manage?
Nordwand Investments, LLC manages 2 private funds with combined gross assets of $11.5 million.
How many employees does Nordwand Investments, LLC have?
Nordwand Investments, LLC reports 2 employees.
Where is Nordwand Investments, LLC located?
Nordwand Investments, LLC is based in Radnor, PA and has been SEC-registered since 2023.
Does Nordwand Investments, LLC disclose fund performance?
Nordwand Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 150 N. Radnor Chester Rd, Suite A270, Radnor, PA 19087 |
| Phone | 484-630-2510 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$44.7MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
AUM vs fund managersTop 98%
Larger than 2% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$44.7Mregulatory AUM
Discretionary $44.7M
Service providers
Auditor