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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: San Diego, CA HQ: San Diego, CA

Nicholas Investment Partners

$1.5B Total AUM · Institutional LP profile covering 14 historical fund disclosure records ($113.4M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Equity, Real Estate, Private Credit, Secondaries (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
14
5 Open Source Trails Below
Sum of Disclosed Rows
$113.4M
Total AUM: $1.5B
Median Disclosed Amount
$9.7M
Range: $2.0M – $11.7M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/14)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Nicholas Investment Partners

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 14 total tracked records (+9 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
ICG Europe Fund VIIAdviser 7.B Vehicle Buyout 2025
$5.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
HIG Capital Partners VIIAdviser 7.B Vehicle Buyout 2025
$11.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Levine Leichtman Cap Prt VIIAdviser 7.B Vehicle Private Equity 2025
$10.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
TPG Real Estate Partners VIAdviser 7.B Vehicle Real Estate 2024
$9.7M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Arbour Lane Credit Opp IV, LPAdviser 7.B Vehicle Private Credit 2024
$9.7M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Nicholas Investment Partners

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Nicholas Investment Partners (Family Office / MFO, $1.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 22.0% vs. 19.2% Actual; $40.6M Unallocated Target Bandwidth). SEC Form ADV (801-66532, CRD #140159) verified $1.45B discretionary AUM (Item 5.G.(12) External Private Manager Selection + Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($2M-$10M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-14

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Nicholas Investment Partners

407 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Nicholas Investment Partners (13 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 3 Shared Vehicles

New Mexico State Investment Council

Sovereign Wealth Fund Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Riverstone Global Energy Transition VI (2022 Vintage)
Nicholas Investment Partners: $11.0M · SEC Form ADV 7.B
New Mexico State Investment Council: $75.0M · SEC Form ADV 7.B (2024.11.26 SIC Meeting Materials, p.239)

Additional shared vehicles: KKR Diversified Core Infrastructure Fund (2022 Vintage) · Bridgepoint Development Capital Iv Lp (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 2 Shared Vehicles

Maine PERS

Public Pension Plan Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Long Ridge Equity Partners IV (2023 Vintage)
Nicholas Investment Partners: $2.5M · SEC Form ADV 7.B
Maine PERS: $15.0M · CAFR / Board Packet (MainePERS PE 2024 Q4, p.10)

Additional shared vehicles: KKR Diversified Core Infrastructure Fund (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 2 Shared Vehicles

Franklin Templeton Institutional

OCIO / Wealth RIA New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Dover Street XI (2023 Vintage)
Nicholas Investment Partners: $2.0M · SEC Form ADV 7.B
Franklin Templeton Institutional: $15.0M · SEC Form ADV 7.B

Additional shared vehicles: KKR Diversified Core Infrastructure Fund (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+404 Additional Institutional LPs Report Shared Vehicles with Nicholas Investment Partners

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Nicholas Investment Partners

You are viewing 5 open public preview records (out of 14 total tracked records for Nicholas Investment Partners) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 14 tracked historical disclosure records (+9 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (407 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Nicholas Investment Partners

Buyout LPs →Private Equity LPs →Real Estate LPs →Private Credit LPs →Secondaries LPs →

Frequently Asked Questions: Nicholas Investment Partners

What type of institutional allocator is Nicholas Investment Partners and what is their typical disclosed ticket size?

Nicholas Investment Partners is categorized under Family Office / MFO (Regional Roadshow Hub: San Diego, CA; Headquarters: San Diego, CA). Across 14 historical disclosure records tracked on Prilago ($113.4M total parsed USD across disclosed rows), the median disclosed amount is $9.7M (range: $2.0M to $11.7M).

Which private-market strategies appear in Nicholas Investment Partners's public disclosures?

Nicholas Investment Partners has disclosed records across Buyout, Private Equity, Real Estate, Private Credit, Secondaries. Open preview records include ICG Europe Fund VII (2025 Vintage), HIG Capital Partners VII (2025 Vintage), Levine Leichtman Cap Prt VII (2025 Vintage), TPG Real Estate Partners VI (2024 Vintage).

How are Nicholas Investment Partners's historical records substantiated and separated from active searches on Prilago?

Records for Nicholas Investment Partners cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Nicholas Investment Partners's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/nicholas-investment-partners or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Nicholas Investment Partners?

In Prilago's bilateral commitment graph, Nicholas Investment Partners shares resolved underlying fund vehicles with 407 institutional LPs across 13 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include New Mexico State Investment Council (3 shared vehicles, e.g. Riverstone Global Energy Transition VI (2022 Vintage)), Maine PERS (2 shared vehicles, e.g. Long Ridge Equity Partners IV (2023 Vintage)), Franklin Templeton Institutional (2 shared vehicles, e.g. Dover Street XI (2023 Vintage)).

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