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- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- Harbor prime
- Established Date
- 01-10-2012
- Office Locations
- 1
Office Locations
About Nich Capital Partners, Inc.
NICH Capital Partners is a retail-focused RIA providing portfolio/asset management, using a trend-following “buy strength, sell weakness” process that blends technical and fundamental analysis to weigh risk vs. reward without forecasting market direction. Portfolios are implemented primarily with ETFs and fixed income (including U.S. government and municipal bonds) and may also use mutual funds and index strategies. Custody through LPL Financial.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARTIN JAMES BRIESACH
Chief Compliance Officer, Managing Director, Managing Member
- CRD
- #1697980
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DAVID GEORGE HALLING
Analyst
- CRD
- #1839576
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $148,032,651 | $1,358,098 |
| Non-Discretionary | $0 | -- |
| Total | $148,032,651 | $1,358,098 |
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Separately Managed Accounts
Total SMA Asset: $148,032,651
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,221,915,510 | 22.1% |
| U.S. Government/Agency | $1,603,418,543 | 29.0% |
| Cash | $713,244,800 | 12.9% |
| Municipal Bonds | $1,990,450,605 | 36.0% |
| Total | $5,529,029,458 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS BRIDGE | OPTIMA SUMMIT | YK3C1AATJ | GUPB | 7.58% | $81,209,758 |
| SUMMIT EAGLE FRONTIER | HARBOR PATHWAY | 69H89FK2M | GTA | 10.77% | $56,851,150 |
| ELEMENT RIDGE INSIGHT | VITAL MATRIX | YACH4KXKL | QRBFT | 2.22% | $85,953,127 |
| MOMENTUM CAPITAL | PEAK HORIZON | I2H9R4IK4 | TOMKM | 11.99% | $32,040,159 |
| FRONTIER SUMMIT | WAVE CREST | SKPDIIBYE | JOXI | 11.35% | $63,153,751 |
| VITAL BEACON WAVE | RIDGE UNISON | ZUH9ZBP19 | SDD | 9.53% | $100,046,300 |
| QUANTUM ELEMENT | VITAL BRIDGE | RVO7X15KH | OQXSW | 9.71% | $20,736,660 |
| BEACON EAGLE VECTOR | ALPHA RIDGE | 5Y173F64K | HVZ | 10.77% | $74,552,575 |