Investment adviser · CRD 132844
NFC INVESTMENTS, LLC
Investment adviser filing (IA)
MEMPHIS, TN, United States · Form ADV filed Feb 6, 2026
- Regulatory AUM
- $2.14B Form ADV · Item 5.F
- Client accounts
- 164 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Insurance companies | 13 | $895,123,204 | 41.9% |
| High-net-worth individuals | 126 | $520,357,324 | 24.3% |
| Corporations & businesses | 13 | $395,838,793 | 18.5% |
| Pooled investment vehicles | 5 | $305,302,286 | 14.3% |
| Charities | Fewer than 5 | $12,652,183 | 0.6% |
| Retirement plans | Fewer than 5 | $8,244,612 | 0.4% |
Filing source
Form ADV 2050139 · Feb 6, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
8 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
NFC PARTNERS, LLCHedge Fund · Last reported Feb 6, 2026$150MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
MAYER HOFFMAN MCCANN PC
PCAOB 199
RAYMOND JAMES & ASSOCIATES, INC.
SEC 8-10999
Fund details & source
- Fund ID
- 805-2943207303
- Reported beneficial owners
- 45
- Minimum commitment
- $1M
- Form D file number
- 021-3592
Form ADV 2050139 · Feb 6, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
NFC INSURANCE PARTNERS, LLCHedge Fund · Last reported Feb 6, 2026$131MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
MAYER HOFFMAN MCCANN PC
PCAOB 199
RAYMOND JAMES & ASSOCIATES, INC.
SEC 8-10999
Fund details & source
- Fund ID
- 805-7543595061
- Reported beneficial owners
- 40
- Minimum commitment
- $1M
- Form D file number
- 021-155323
Form ADV 2050139 · Feb 6, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WBL PARTNERS, LLCPrivate Equity Fund · Last reported Feb 6, 2026$44MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
MAYER HOFFMAN MCCANN PC
PCAOB 199
RAYMOND JAMES & ASSOCIATES, INC.
SEC 8-10999
Fund details & source
- Fund ID
- 805-5630947859
- Reported beneficial owners
- 10
- Minimum commitment
- $0
Form ADV 2050139 · Feb 6, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
NFC ARIZONA RENEWABLES, LLCPrivate Equity Fund · Last reported Feb 6, 2026$34MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-4563558956
- Reported beneficial owners
- 45
- Minimum commitment
- $100K
- Form D file number
- 021-383504
Form ADV 2050139 · Feb 6, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
KNOX HOLDINGS, LLCPrivate Equity Fund · Last reported Feb 6, 2026$6.05MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
MAYER HOFFMAN MCCANN P.C.
PCAOB 199
Fund details & source
- Fund ID
- 805-4647091781
- Reported beneficial owners
- 15
- Minimum commitment
- $100K
Form ADV 2050139 · Feb 6, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
DELEO HOLDINGS, LLCOther Private Fund · Last reported Feb 6, 2026$0Gross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
MOUNTJOY CHILTON MEDLEY
PCAOB 2276
Fund details & source
- Fund ID
- 805-8898513582
- Reported beneficial owners
- 15
- Minimum commitment
- $0
Form ADV 2050139 · Feb 6, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
EU HOLDINGS, LLCOther Private Fund · Last reported Jan 27, 2017$40MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-4297245602
- Reported beneficial owners
- 3
- Minimum commitment
- $0
Form ADV 1067638 · Jan 27, 2017 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Feb 6, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
700 COLONIAL ROAD, SUITE 101MEMPHIS, TN, 38117, United States
CRD 132844
Filing source
Form ADV 2050139 · Feb 6, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.