This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Atlas momentum
- Established Date
- 09-02-2022
- Office Locations
- 2
Office Locations
About Nordwand Advisors
Nordwand Capital is an independent multi-family office partnering with high-net-worth families on wealth management, planning, and investment strategy with an emphasis on long-term, multigenerational continuity. The team applies a differentiated asset-allocation approach and sources bespoke opportunities, including co-investments alongside other sophisticated investors through proprietary deal sourcing and deep networks.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES FRANCIS MARTIN
Chief Executive Officer, Chief Investment Officer, Partner
- CRD
- #1218618
- Ownership
- 5% but less than 10%
LISA DIMTER
Financial Advisor, General Partner
- CRD
- #2985154
- Ownership
- Less than 5%
Vital vital
Crest capital radial
- CRD
- #59630
- Ownership
- 20.7%
Showing 2 of 3 owners & executives
Unlock allContacts
CHRISTOPHER MICHAEL BOYLE
Chief Operating Officer
- CRD
- #4435466
THEODORE WESLEY BROOKS III
--
- CRD
- #2860908
Eagle legacy
Alpha zenith zenith
- CRD
- #14198
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,676,303,561 | $8,861,932 |
| Non-Discretionary | $1,291,390,892 | $258,278,178 |
| Total | $3,967,694,453 | $12,924,086 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $3,967,694,453
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | $996,594,731 | 19.0% |
| Equity - Exchange | $807,766,255 | 15.4% |
| Private Funds | $786,785,314 | 15.0% |
| Other | $655,654,428 | 12.5% |
| Public Funds | $1,327,044,562 | 25.3% |
| Corporate - Investment Grade | $372,411,715 | 7.1% |
| U.S. Government/Agency | $298,978,419 | 5.7% |
| Total | $5,245,235,424 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MERIDIAN RIDGE ALPHA | NORTH HARBOR | FSM0OJEP4 | RPTV | 7.21% | $77,838,843 |
| QUANTUM OPTIMA RIDGE | VITAL FOCUS | B7T84KR6K | GYU | 12.20% | $24,115,180 |
| ALPHA SUMMIT NORTH | HORIZON ZENITH | SQF8Q0G9P | XVOL | 1.12% | $53,865,865 |
| LEGACY PRIME RADIAL | PEAK INSIGHT | 7QQNEGDPE | IKLXX | 11.51% | $9,347,071 |
| UNISON LEGACY EMBER | PRIME WAVE | F9H7SWE8N | JMCD | 10.72% | $29,849,873 |
| MATRIX UNISON | BRIDGE FOCUS | 1L264QSQE | RBHB | 5.03% | $41,975,596 |
| ELEMENT PRIME LEGACY | PEAK PATHWAY | I9HRK4JJO | ZRRQR | 5.83% | $27,515,010 |
| FOUNDATION CAPITAL EAGLE | ALPHA PIONEER | RDW7IXCZG | KDL | 1.65% | $75,084,042 |