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Nandina Asset Management, L.P. (Dallas)


Nandina Asset Management, L.P. is an adviser based in Dallas. It manages $750 thousand of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2007.

Nandina Asset Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Nandina Asset Management: assets under management

The assets under management (AUM) of Nandina Asset Management, L.P. is $750 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -96% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $750 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $250 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Nandina Asset Management, L.P. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Dallas

The principal office where Nandina Asset Management, L.P. performs its advisory services is located at 2122 Kidwell St., Suite 208, Dallas, TX 75214, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-420-3871. The normal business hours are 8am-5pm on Monday - Friday.


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