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 a limited liability company that functions as a private equity fund sponsor and manager of pooled investment vehicles. The firm’s client base is institutional and its advisory work centers on portfolio management for pooled vehicles, where Bestige acts as sponsor, general partner and managing member. Its fee model includes performance-based fees in addition to other fee arrangements, which aligns compensation with fund returns rather than just asset-based fees. Bestige is not identified as an active ESG investor and it does not position itself as a capital allocator to third-party managers — instead it appears to originate and control its own private equity vehicles. Bestige registered with the SEC in 2023 and is classified as a private equity fund manager. The firm’s activities indicate a hands-on role in fund formation and sponsor-level governance rather than serving primarily as an advisor to individual retail households.

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

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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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth