David Ferreira is a registered investment advisor at Owls Nest Partners, based in Chadds Ford, PA, with 8 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Owls Nest Partners IA charges a fixed annual management fee of 1% of the account balance for separately managed accounts. They also charge a performance fee of 25% of the amount by which the client's return exceeds the return they would have received from investing in the Russell 2000 Total Return Index over five years. These performance fees are only charged to qualified clients.
Location
223 Wilmington-West Chester Pike, Suite 218, Chadds Ford, PA, 19317
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Owls Nest Partners
State Registrations1 state
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