NEPHILA ADVISORS LLC

RIASEC RegisteredEst. 2011
Total AUM
$12.9B
Discretionary
$0
0% of AUM
Avg account
$330M
Accounts
39
Employees
38
Advisory reps
5

Firm details

Headquarters
NASHVILLE, Tennessee
CRD number
156905
Registered since
July 12, 2011
Fee structure
Other
Client types
  • Pooled Investment Vehicles100%

Firm profile

FINTRX

Overview

Nephila Advisors LLC operates as a hedge-fund style adviser that targets institutional clients and specializes in pooled investment vehicles and managed strategies tied to insurance and risk-transfer markets. The firm is active as a commodity pool operator/commodity trading advisor (CPO/CTA) and serves as sponsor, general partner, or managing member for funds it runs. Its client mix and organizational setup point to a focus on large institutional mandates rather than retail business, with structures geared toward bespoke and pooled solutions rather than broad discretionary retail platforms. Nephila is not flagged as an active ESG investor and is not set up as a multi-state adviser.

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
  • JEFFREY INGELMAN

    Chief Compliance OfficerCRD 2554138

  • PAUL HAGOOD

    Co-founder & Co-CEOCRD 2563674

  • Jean Dyer

    Chief Legal OfficerCRD 6927198

Contacts

2 of 2
  • WILLIAM MAJORS

    Managing PartnerCRD 4854548

  • STEVEN GLASSMAN

    Managing PartnerCRD 2817539

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

NASHVILLE, TN

DAVIDSON

Location

NASHVILLE, TN

Headquartered in NASHVILLE, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
DAVIDSON
Address
3811 Bedford Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth