Family OfficeRIA · CRD 112181SEC-Registered

Updated:

WARNKE/NICHOLS LTD.

WARNKE/NICHOLS LTD. is an SEC-registered investment adviser in Delafield, WI, registered since 2014. The firm manages $160 million in assets, with $152 million...

WARNKE/NICHOLS LTD.

WARNKE/NICHOLS LTD. is an SEC-registered investment adviser in Delafield, WI, registered since 2014. The firm manages $160 million in assets, with $152 million on a discretionary basis. It has 2 employees and 2 investment advisers.

General information

Firm type

Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Who runs investment decisions at WARNKE/NICHOLS LTD.?

No named investment professionals or decision-makers have been publicly identified for WARNKE/NICHOLS LTD. The firm's principals are not listed on any known directory or publication.

How does WARNKE/NICHOLS LTD. source deal flow?

The firm's sourcing strategy is not publicly disclosed. There are no known co-investments, fund commitments, or direct deal activity attributed to it in public records.

Is WARNKE/NICHOLS LTD. structured as a single family office or a multi-family office?

The firm's exact structure is unconfirmed. Its name (LTD.) suggests a limited company, but no official communications clarify whether it serves one family or multiple families.

Does WARNKE/NICHOLS LTD. participate in fund commitments or only direct deals?

No fund commitments or direct deals have been publicly reported for WARNKE/NICHOLS LTD. Its investment vehicle preferences are unknown.

What investment stages does WARNKE/NICHOLS LTD. typically target?

The firm's stage preferences are not known. No information exists on whether it invests in venture, growth, buyout, or credit.

Where does the underlying wealth come from?

The wealth origin for WARNKE/NICHOLS LTD. is not publicly disclosed. No family name or industry connection has been linked to the entity.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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