Bestige Holdings, LLC

RIASEC RegisteredEst. 2023
Total AUM
$372M
Discretionary
$372M
100% of AUM
Avg account
$31M
Accounts
12
Employees
16
Advisory reps
3

Firm details

Headquarters
,
CRD number
305343
Registered since
July 28, 2023
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Bestige Holdings, LLC is an SEC-registered private equity manager that began registration in 2023 and is organized as a limited liability company. The firm serves institutional clients and focuses on managing pooled investment vehicles; it also functions as sponsor, general partner and managing member for those vehicles. Ownership is described as a mix of a domestic entity and individual ownership. Compensation arrangements include performance-based fees alongside other fee structures. Bestige does not present itself as a multi-state adviser, a pension consultant, or an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Nathan Bard

    COOCRD 8066492

  • Nathan Richey

    Nathan Richey

    CEOCRD 7226191

Contacts

1 of 1
  • Robert Adamek

    PartnerCRD 7981348

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth