# Loretta Nolan Associates

Loretta Nolan Associates is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/loretta-nolan-8a804b1b

## Regulatory record

- **CRD number:** 126468
- **SEC file number:** 801-133789
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/126468

## About

LORETTA NOLAN ASSOCIATES, LLC is an SEC-registered investment adviser in OLD GREENWICH, CT, registered since 2025. The firm manages $136 million in assets, with $3 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## People

- Loretta Nolan — President

## Questions

### What is Loretta Nolan Associates' investment focus?

The firm concentrates on publicly traded equities, primarily domestic large-cap and select mid-cap names. Its Form ADV and public positioning describe a bottom-up, research-intensive stock selection process rooted in fundamental analysis. The firm does not appear to allocate to private markets, fixed income, or alternative strategies based on available public filings.

### How large is the advisory team at Loretta Nolan Associates?

The firm operates with a lean structure. Public filings indicate a limited number of advisory professionals beyond the principal, which is typical for a boutique registered investment advisor that relies on outsourced compliance, custody, and operational infrastructure. No published team expansion or hiring announcements are available as of 2026.

### Does the firm maintain any hedge fund, private equity, or real-asset vehicles?

No. All available evidence, including the firm's regulatory filings, points to a single-strategy equity advisory practice. Loretta Nolan Associates has not disclosed the launch of pooled investment vehicles, limited partnerships, or alternative asset arms.

### What is the firm's principal risk from an institutional allocator's perspective?

Key-person risk is the dominant concern. All investment decisions and client relationships revolve around the founding principal, with no publicly identified succession plan or next-generation leadership. Continuity of the investment philosophy is entirely dependent on Loretta Nolan's ongoing involvement.

### Where does Loretta Nolan Associates source its clients?

The firm's client base is regional, concentrated in the New York–New Jersey metro area. Its Hoboken location serves institutional investors and high-net-worth individuals who value a direct, principal-led advisory relationship rather than a nationally branded platform.

### Are there any known regulatory disclosures or disciplinary events associated with the firm?

Based on the firm's publicly available Form ADV filings and IAPD records, there are no material disciplinary events, regulatory actions, or investor disputes disclosed. This clean regulatory profile is notable given the firm's multi-decade operating history.

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- [Graney & King](https://altss.com/profile/graneyand-king-llc)
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Last updated: 2026-06-03T20:00:00.000Z

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