NEBRODI PARTNERS, LLC
Firm details
- Headquarters
- HARTFORD, Connecticut
- CRD number
- 174280
- Registered since
- January 30, 2015
- Website
- www.nebrodipartners.com
- Fee structure
- Fixed Fees, Performance Based Fees
- Client types
- Insurance Companies79.92%
- Pension & Profit Sharing Plans20.08%
- Services
- Portfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Nebrodi Partners, LLC is a small, institutionally focused investment adviser that registered with the SEC in 2015 and operates as a single-office limited liability company under individual ownership. The firm positions itself as a capital allocator and adviser to institutional clients, providing portfolio management for businesses or institutions and the selection of outside managers. Its fee model includes both fixed fees and performance-based fees, which aligns with active oversight of alternative strategies where carried interest or incentive fees are common. Investment activity is concentrated in private investment vehicles. Nebrodi Partners acts primarily as an allocator to third‑party managers rather than as a broad retail RIA, directing capital into externally managed private funds and hedge funds. The firm does not present itself as an active ESG investor and is not structured as a multi-state adviser.
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
Asset composition
- Private Funds97%
- Other3%
Owners & executives
1 of 1JAMES GAGNON
Managing Director and Chief Compliance OfficerCRD 5091164
Contacts
3 of 3ROBERT DAVIS
Co-Founder and Managing PartnerCRD 1490475
ALLAN VARTELAS
Managing PartnerCRD 1285153
ERIK CAFARELLA
Co-Founder and Managing PartnerCRD 4485165
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HARTFORD, CT
HARTFORD
Location
HARTFORD, CT
Headquartered in HARTFORD, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- HARTFORD
- Address
- 225 Asylum St
- Time zone
- ET (UTC-5)
- Office locations
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