Nest Egg

Overview

Nest Egg operates as a limited liability company and has been SEC-registered since 2017. It is classified as a non-independent retail RIA that services both individual/family and institutional clients, with a primary advisory focus on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and identifies itself as an active ESG investor. Nest Egg reports affiliated activity beyond the advisory business—relationships with a broker-dealer, an insurance company, other investment adviser entities, and roles as sponsor/GP/managing member of pooled investment vehicles—while not positioning itself as a dedicated capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives