Investment adviser · CRD 108347
NICHOLAS CO INC
Investment adviser filing (IA)
MILWAUKEE, WI, United States · Form ADV filed Jan 23, 2026
- Regulatory AUM
- $6.08B Form ADV · Item 5.F
- Client accounts
- 13 Accounts, not individual clients
- Employees
- 16 Reported in this filing
- Advisory professionals
- 7 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 |
|---|---|---|---|
| Investment companies | 4 | $6,037,415,938 | 99.4% |
| Charities | 5 | $19,409,592 | 0.3% |
| Corporations & businesses | Fewer than 5 | $11,851,025 | 0.2% |
| High-net-worth individuals | 3 | $8,198,896 | 0.1% |
Filing source
Form ADV 2033284 · Jan 23, 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
0 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.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 23, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
411 E. WISCONSIN AVE., STE 2100MILWAUKEE, WI, 53202-4467, United States
CRD 108347
Filing source
Form ADV 2033284 · Jan 23, 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.