NEBARI PARTNERS, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 295859
- Registered since
- November 29, 2021
- Website
- nebari.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Nebari Partners, LLC is an SEC‑registered investment adviser and private equity fund manager organized as a limited liability company. Registered in 2021, the firm acts as a capital allocator for institutional clients and focuses on portfolio management for pooled investment vehicles. Nebari serves as sponsor, general partner and managing member of its funds, charging a mix of percentage‑of‑AUM and performance‑based fees. The firm does not identify as an active ESG investor and is not structured as a multi‑state adviser or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3YVONNE PYTLIK
Chief Compliance OfficerCRD 4337433
TREVOR COHEN
Chief Financial OfficerCRD 5071241
Daniel Freuman
Co-CEOCRD 6712347
Contacts
1 of 1John Gillam
Co-FounderCRD 6712304
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 667 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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