Nuance Investments, LLC

RIASEC RegisteredEst. 2008

Total AUM

$984M

Discretionary

$984M

100% of AUM

Avg account

$3.8M

Accounts

257

Employees

Advisory reps

Firm details

Headquarters: Kansas City, Missouri
CRD number: 148534
Registered since: October 22, 2008
Website: nuanceinvestments.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, NATIONAL FINANCIAL SERVICES LLC, THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM
Client types: Investment Companies45.12%
Pension & Profit Sharing Plans19.49%
Individuals9.29%
Charitable Organizations9.22%
Corporations / Businesses6.78%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Nuance Investments, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2008. The firm provides discretionary portfolio management across individual and family clients as well as institutional and pooled investment vehicles. Its advisory mandate includes separate account management for individuals/small businesses, investment companies, and businesses or institutions. Nuance charges fees as a percentage of assets under management and identifies itself as an active ESG investor. The firm’s asset allocation preference is equity-centric, with a particular emphasis on exchange-traded equities.