Nevis Equity Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 334396
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI71.99%
- Individuals28.01%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Nevis Equity Advisors LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients and charges fees based on a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Nevis Equity also conducts real estate brokerage activities and identifies itself as a capital allocator. The firm does not describe itself as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1Patrick Keane
Owner, Chief Compliance OfficerCRD 2494736
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations