Investment adviser · CRD 144516

NICHOLAS HOFFMAN & COMPANY, LLC

Investment adviser filing (IA)

ATLANTA, GA, United States · Form ADV filed Jul 10, 2026

Regulatory AUM: $8.26B
Client accounts: 2,233
Employees: 25
Advisory professionals: 15

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	285	$7,774,720,984	94.1%
Charities	9	$410,281,623	5.0%
Individuals	114	$48,991,693	0.6%
Pooled investment vehicles	1	$25,000,000	0.3%
Retirement plans	Fewer than 5	$3,470,973	0.0%

Filing source

Form ADV 2118863 · Jul 10, 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

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

NHCO LOWER MIDDLE MARKET PE I, LPPrivate Equity Fund · Last reported Jul 10, 2026$25MGross asset value

Form D fundraising filings

NHCO Lower Middle Market PE I, LP

Fund administrator GRIDLINE ADVISORS, LLC ATLANTA, Georgia, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Custodian FIRST INTERNET BANK FISHERS, Indiana, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

FIRST INTERNET BANK
LEI 0002093277

Fund details & source

Fund ID: 805-4683508041
Reported beneficial owners: 1
Minimum commitment: $250K
Form D file number: 021-561684

Form ADV 2118863 · Jul 10, 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.

Services & filing details

Most recent filing: Jul 10, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

TWO MIDTOWN PLAZA, 1349 WEST PEACHTREE STREET ST. NW, SUITE 1050
ATLANTA, GA, 30309-2929, United States

CRD 144516

Filing source

Form ADV 2118863 · Jul 10, 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.