NEBARI PARTNERS, LLC

RIASEC RegisteredEst. 2021
Total AUM
$510M
Discretionary
$510M
100% of AUM
Avg account
$34M
Accounts
15
Employees
11
Advisory reps
4

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

FINTRX

Overview

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

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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

3 of 3
  • YVONNE PYTLIK

    Chief Compliance OfficerCRD 4337433

  • TREVOR COHEN

    Chief Financial OfficerCRD 5071241

  • Daniel Freuman

    Co-CEOCRD 6712347

Contacts

1 of 1
  • John Gillam

    Co-FounderCRD 6712304

Wealth teams

FINTRX

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth