N
CRD: 306971
Nottingham Wealth Partners, Inc.
Syracuse, NY, 13214
5614722312
$80.5M Total AUM
$80.5M Disc. AUM
12.3% 3Y CAGR
7 Employees
142 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-26-2020
- Office Locations
- 5
Office Locations
333 Butternut Dr. Syracuse NY
5790 Widewaters Parkway Syracuse NY
782 Troy Schenectady Rd. Latham NY
About Nottingham Wealth Partners, Inc.
Nottingham Wealth Partners, Inc. is a Syracuse-based RIA with 5 offices. The firm has been operating for 6 years. Managing $80.5M in total assets under management, with 3 advisory representatives. They custody assets with Assetmark and Charles Schwab & Company. Services offered include Charitable Giving, Estate Planning, Financial Planning.
Team overview
55 AVG AGE
$26.8M AVG AUM / ADVISOR
$566.6K AVG AUM / CLIENT
2.9 yrs AVG TENURE
7 Employees
3 Advisory Reps
4 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
North Zenith quantum
Client Personas
Foundation
Investment Themes
Focus Delta matrix
Investment Vehicles
Vital beacon Vital
Services
Ridge element Wave Ember summit Optima Horizon
Owner & Executives
CHASITY MAUREEN JAYNES
CHIEF OPERATING OFFICER, Vice President
- CRD
- #2638624
- Ownership
- Less than 5%
(629) 670-4923
vertex.atlas@catalystcapital.com
in linkedin.com/in/frontier-fusion
PAUL ANTHONY RESTANTE
Chief Executive Officer
- CRD
- #1214619
- Ownership
- Less than 5%
(835) 216-9623
frontier.frontier@vectorcapital.com
in linkedin.com/in/oak-crest
N
North momentum
Prime legacy
- CRD
- #51510
- Ownership
- 31.8%
(352) 989-5458
north.glacier@pioneercapital.com
in linkedin.com/in/quantum-insight
Showing 2 of 3 owners & executives
Unlock allContacts
M
MICHAEL THOMAS CERMINARO JR
--
- CRD
- #2824371
(276) 620-3649
timber.momentum@timbercapital.com
in linkedin.com/in/summit-north
J
JOSEPH DELIO POLSINELLI
--
- CRD
- #2098985
(482) 970-6615
optima.meridian@glaciercapital.com
in linkedin.com/in/peak-radial
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,455,295 | $269,081 |
| Non-Discretionary | $0 | -- |
| Total | $80,455,295 | $269,081 |
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Separately Managed Accounts
Total SMA Asset: $80,455,295
Public Funds:
17.4% Equity - Exchange:
9.0% Cash:
16.9% Corporate - Investment Grade:
20.6% Municipal Bonds:
8.0% U.S. Government/Agency:
28.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $87,409,357 | 17.4% |
| Equity - Exchange | $45,211,736 | 9.0% |
| Cash | $84,897,594 | 16.9% |
| Corporate - Investment Grade | $103,484,641 | 20.6% |
| Municipal Bonds | $40,188,210 | 8.0% |
| U.S. Government/Agency | $141,161,088 | 28.1% |
| Total | $502,352,626 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS LEGACY | CAPITAL EAGLE | GJSKPEG72 | HGTM | 4.15% | $91,479,773 |
| ALPHA RIDGE EMBER | FUSION WAVE | 7MUX23SS4 | KIJS | 0.77% | $91,695,848 |
| UNISON SUMMIT PRIME | ELEMENT LEGACY | 6Q8VNEQNO | WALP | 4.03% | $4,618,466 |
| ATLAS ATLAS | OPTIMA BRIDGE | N01WTDNOM | ONMP | 10.15% | $18,980,854 |
| VECTOR RADIAL | PEAK FOCUS | BSHVS8Z8S | QOGY | 10.70% | $102,487,216 |
| WAVE OPTIMA CREST | GLACIER NORTH | 44KK52BCQ | MZT | 8.90% | $6,668,876 |
| FOCUS MERIDIAN RADIAL | MOMENTUM INSIGHT | GVLRL8F2A | HOOK | 8.76% | $18,817,839 |
| VITAL BRIDGE | BRIDGE BEACON | PCX60SK0D | QAH | 1.70% | $103,969,133 |