Nord Associates LLC

RIASEC Registered
Total AUM
$27.8M
Discretionary
$27.8M
100% of AUM
Avg account
$9.3M
Accounts
3
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
325126
Fee structure
Fixed Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Nord Associates LLC operates as a limited liability company focused on managing pooled investment vehicles with an emphasis on venture strategies. The firm functions as sponsor, general partner and managing member for its funds, providing portfolio management for pooled vehicles to an institutional client base. Fee arrangements are listed as fixed fees and other, and the firm does not identify itself as an active ESG investor or a multi-state adviser. Investment activity centers on venture capital and related private markets exposure. In practice that means the firm runs small, concentrated funds and works with third-party managers and co-investments to access private equity, venture and real estate opportunities. Given the firm’s classification as a venture capital fund and its role as sponsor/GP, the strategy tilts to early-stage and fund-level venture allocations rather than broad retail wealth management.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Leif Gunderson

    Leif Gunderson

    FounderCRD 6724545

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

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth