# Nordwand Investments, LLC

> Nordwand Investments, LLC is an SEC-registered investment advisory firm in Radnor, PA, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 323829
- Filed as: NORDWAND INVESTMENTS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Radnor, PA
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323829
- AdvisorCensus page: https://advisorcensus.com/firm/nordwand-investments-llc-radnor-pa-323829

## Quick answers

**How is Nordwand Investments, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Nordwand Investments, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Nordwand Investments, LLC located?**
Nordwand Investments, LLC's principal office is in Radnor, PA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Nordwand Investments, LLC registered with the SEC or a state?**
Nordwand Investments, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 323829.

**How much does Nordwand Investments, LLC manage?**
Nordwand Investments, LLC reports $44,726,197 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**How have Nordwand Investments, LLC's assets and staff changed since 2023?**
In the Form ADV data for Nordwand Investments, LLC: Regulatory assets under management: $16,239,055 in the October 2023 data and $44,726,197 in the October 2026 data, up 175%. Total employees: 2 in October 2023 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Nordwand Investments, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4).

**Does Nordwand Investments, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323829

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $44,726,197
- Discretionary: $44,726,197
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $44,726,197 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Cambridge, MA

### Websites listed on Form ADV (Item 1.I)
- nordwandcapital.com
- Facebook @NordwandCapital
- Instagram @p
- LinkedIn @nordwand-capital
- X @NordwandCapital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $16,239,055 | 2 | June 24, 2023 |
| October 2024 | $51,000,000 | 2 | March 26, 2024 |
| October 2025 | $44,622,031 | 2 | March 20, 2025 |
| October 2026 | $44,726,197 | 2 | March 20, 2026 |

Regulatory assets under management: $16,239,055 in the October 2023 data and $44,726,197 in the October 2026 data, up 175%.
Total employees: 2 in October 2023 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nordwand Investments, LLC (CRD 323829): Form ADV filing data as of October 2026.