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Data / Investment advisers / California / Nolan Management LLC

Nolan Management LLC, Hermosa Beach, CA: $450 million AUM, SEC registered investment adviser

Nolan Management LLC is an SEC registered investment adviser with its main office in Hermosa Beach, California and reports $450 million in regulatory assets under management in its Form ADV filed May 11, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 3 private funds.

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Registration
SEC registered investment adviser
CRD number
312637
SEC file number
801-126021
SEC status
Approved, effective July 6, 2022
Main office
338 Pier Avenue, Hermosa Beach, CA 90254
Phone
(424) 675-7605
Website
nolancap.com
Regulatory AUM
$450,364,715 in the Form ADV filed May 11, 2026
Discretionary AUM
$285,864,715
Non discretionary AUM
$164,500,000
Accounts
3
Employees
8, of which 5 give investment advice
Form of organization
Limited Liability Company
Paid through
a percentage of assets under management, performance based fees
Private funds
3: 3 private equity funds
Gross assets of private funds
$450,364,715
Form ADV Item 11 disclosures
None reported
Latest Form ADV filing
May 11, 2026
SEC record
Investment Adviser Public Disclosure

Clients

Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.

Client typeClientsAUM
Pooled investment vehicles3$450.4 million

AUM in the SEC's monthly files

Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.

First in the file ofAUMForm ADV filed
April 1, 2026$450.4 millionMarch 30, 2026
December 1, 2025$506.7 millionJuly 25, 2025

Other advisers in Hermosa Beach

AdviserCityAUMPrivate fundsSource
Marlin Equity PartnersHermosa Beach$9.02 billion31adviserinfo.sec.gov
HH Capital Management, Inc.Hermosa Beach$851.4 millionNot listedadviserinfo.sec.gov
KMT Wealth Management, LLCHermosa Beach$222.4 millionNot listedadviserinfo.sec.gov
Epic FundsHermosa Beach$166.5 million9adviserinfo.sec.gov
Cove Street Capital, LLCHermosa Beach$93.8 million1adviserinfo.sec.gov
Jacob Asset Management of New York LLCHermosa Beach$84.1 millionNot listedadviserinfo.sec.gov
Terpsi Capital LPHermosa BeachNot listed9adviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.