Financial advisor Jim Martin and a team of four professionals launched a new multi-family office and investment firm called Nordwand Capital in Radnor, PA with a presence in New York, NY and Boston, MA.
Nordwand Capital is a multi-family office and investment firm serving select families with whom the team has worked for many years. With approximately $5 billion in client assets, “the firm cultivates a prudent long-term investment philosophy that prioritizes performance across asset classes”, the release said. Nordwand is focused on generational continuity, philanthropy, and service as core tenets of investing and client service.
In addition to being a Registered Investment Advisor, the firm has established Nordwand Investments, LLC as an independent entity designed to facilitate co-investment opportunities with some of the world’s most sophisticated investors in a fully aligned manner and with favorable economic structures.
Nordwand Investments will be the GP of several listed and private investment funds and opportunistic Special Purpose Vehicles and has received in excess of $250 million in seed capital for its first three funds from its founding family partners.
“We needed to meet the needs of 21st-century ultra-wealthy clients. which requires creativity and flexibility,” said Mr. Martin. “In response, we launched Nordwand Capital as a fully independent firm that is nimble and responsive enough to seize investment opportunities as they arise. Our new firm offers flexibility, speed, and creative structuring, giving our clients more attractive investment options.”
“It’s clear the team made this decision because it’s in the best interest of their clients,” said Shirl Penney, CEO of Dynasty Financial Partners. “This is one of the largest fully independent firms launching in 2022 and it shows the continuation of the trend of the most successful financial advisors and investment professionals moving toward full independence. We are delighted to welcome Jim and the whole Nordwand team to the Dynasty Network.”
Nordwand Capital has selected Fidelity Brokerage Services LLC as its custodian. Fidelity Institutional® (FI) provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. Fidelity Family Office Services is a division of Fidelity Brokerage Services LLC.
Jim Martin joins Nordwand Capital as Chief Executive Officer and Chief Investment Officer. He was most recently a Managing Director at Morgan Stanley Private Wealth Management, which he joined in 2016 from Credit Suisse’s private-banking division. He has been recognized nationally by Barron’s as a Top 100 Advisor in 2021 and 2022*. Earlier, Jim was a founding member of Donaldson, Lufkin & Jenrette’s Philadelphia office. Mr. Martin maintains his Series 7 and 66 certifications. He received a B.S. in Finance from St. Joseph’s University.
Joining Jim Martin are the following professionals: Christopher Boyle, Chief Operating Officer, Theodore W. Brooks, CFA, Head of Listed Strategies, Connor Martin, Senior Associate, Daniel Kane, Senior Associate.
For IreneValiente
For Marcelo Soba