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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 100m 1b

OWLS NEST PARTNERS

OWLS NEST PARTNERS IA, LLC, CRD 289811

CHADDS FORD, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e30696e5-1933-9021-218e-b74672312e1a

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 3
On other graphs: 0
Observed: Mar 10, 2021 to Mar 30, 2026
10 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.1 fund_share=0.68 institutional_share=0.18 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $441MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $441M
Private client RAUM: $44.6MderivedItem 5.D individuals plus high net worth individuals
Private client share: 10%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $147Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 13
Private funds: 2Schedule D 7.B(1)
Custody, client assets: $276M
SEC number: 801-120755
CRD: 289811
Filings on the tape: 10
First filed: Mar 10, 2021
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DAVID C FERREIRA	n/a	Chadds Ford, PA	8	11	n/a	no
PHILIP CARL TIMON	n/a	Chadds Ford, PA	8	39	n/a	no
SAMUEL IZZY GUDEON	n/a	CHADDS FORD, PA	1	11	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
OWLS NEST PARTNERS MASTER FUND, LTD.	Hedge Fund	$92.6M	Apr 29, 2024	89	Mar 10, 2021	reported	021-296874
OWLS NEST PARTNERS LONG ONLY MASTER LTD.	Hedge Fund	$84.4M	Apr 29, 2024	39	Mar 30, 2022	reported	021-422205

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FERREIRA, DAVID, C	Member	C	yes	01/2021	Mar 10, 2021	Apr 29, 2024
FERREIRA, DAVID, C	PRESIDENT, CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER	Na	yes	07/2017	Mar 10, 2021	Apr 29, 2024
OWLS NEST PARTNERS, LLC	Member	E	yes	07/2017	Mar 10, 2021	Apr 29, 2024
TIMON, PHILIP, CARL	MANAGING MEMBER	D	yes	07/2017	Mar 10, 2021	Apr 29, 2024
TIMON, PHILIP, CARL	PORTFOLIO MANAGER	Na	yes	07/2017	Mar 10, 2021	Apr 29, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
OWLS NEST PARTNERS GP, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Philadelphia	Pa	United States	3	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$441M	$441M	10	3	0	2	n/a
2024	Jan 30, 2025	$473M	$473M	12	5	1	2	n/a
2023	Mar 26, 2024	$389M	$389M	10	4	1	2	$180M
2022	Mar 24, 2023	$250M	$250M	9	4	1	2	$112M
2021	Mar 30, 2022	$263M	$263M	9	3	0	2	$153M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$441M	$473M	-6.7%	$250M	20.8%	10	12	0	1

Relationships

Registered with (3)

← SAMUEL IZZY GUDEONAdvisorregistration: current employment
May 8, 2025 to presentfactForm ADV
← PHILIP CARL TIMONAdvisorregistration: current employment
Jan 5, 2018 to presentfactForm ADV
← DAVID C FERREIRAAdvisorregistration: current employment
Jan 3, 2018 to presentfactForm ADV

Advises (2)

→ OWLS NEST PARTNERS MASTER FUND, LTD.Private fundHedge Fund, IA
Mar 10, 2021 to presentfactForm ADV
→ OWLS NEST PARTNERS LONG ONLY MASTER LTD.Private fundHedge Fund, IA
Mar 30, 2022 to presentfactForm ADV

Controls (3)

← TIMON, PHILIP, CARLOwnerMANAGING MEMBER, ownership code D, individual
Mar 10, 2021 to Apr 29, 2024factForm ADV
← FERREIRA, DAVID, COwnerMEMBER, ownership code C, individual
Mar 10, 2021 to Apr 29, 2024factForm ADV
← OWLS NEST PARTNERS, LLCOwnerMEMBER, ownership code E, domestic entity
Mar 10, 2021 to Apr 29, 2024factForm ADV

Dated events

Occurred
Mar 26, 2024
Regulatory AUM changed
Owls Nest Partners reported RAUM $389.5M, up 56% from $250.3M (2023-03-24 to 2024-03-26)
Form ADVobserved 6 days ago
$139M
Occurred
Mar 30, 2022
Regulatory AUM changed
Owls Nest Partners reported RAUM $263.0M, up 63% from $161.5M (2021-04-20 to 2022-03-30)
Form ADVobserved 6 days ago
$101M
Occurred
Mar 10, 2021
First Form ADV filing
Owls Nest Partners filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e30696e5-1933-9021-218e-b74672312e1a
First observed: Mar 10, 2021
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

OWLS NEST PARTNERS

OWLS NEST PARTNERS IA, LLC, CRD 289811

CHADDS FORD, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e30696e5-1933-9021-218e-b74672312e1a

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:06 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DAVID C FERREIRA

n/a

Chadds Ford, PA

n/a

PHILIP CARL TIMON

n/a

Chadds Ford, PA

n/a

SAMUEL IZZY GUDEON

n/a

CHADDS FORD, PA

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

OWLS NEST PARTNERS MASTER FUND, LTD.

Hedge Fund

$92.6M

Apr 29, 2024

Mar 10, 2021

reported

021-296874

OWLS NEST PARTNERS LONG ONLY MASTER LTD.

Hedge Fund

$84.4M

Apr 29, 2024

Mar 30, 2022

reported

021-422205

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FERREIRA, DAVID, C

Member

yes

01/2021

Mar 10, 2021

Apr 29, 2024

FERREIRA, DAVID, C

PRESIDENT, CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER

yes

07/2017

Mar 10, 2021

Apr 29, 2024

OWLS NEST PARTNERS, LLC

Member

yes

07/2017

Mar 10, 2021

Apr 29, 2024

TIMON, PHILIP, CARL

MANAGING MEMBER

yes

07/2017

Mar 10, 2021

Apr 29, 2024

TIMON, PHILIP, CARL

PORTFOLIO MANAGER

yes

07/2017

Mar 10, 2021

Apr 29, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

OWLS NEST PARTNERS GP, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Philadelphia

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$441M

n/a

2024

Jan 30, 2025

$473M

n/a

2023

Mar 26, 2024

$389M

$180M

2022

Mar 24, 2023

$250M

$112M

2021

Mar 30, 2022

$263M

$153M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$441M

$473M

-6.7%

$250M

20.8%