NUANCE INVESTMENTS, LLC
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
FINTRXOverview
Nuance Investments, LLC is a privately held advisory firm organized as an LLC and registered with the SEC since 2008. Its clientele includes both high-net-worth individuals and families as well as institutional entities. The firm provides discretionary portfolio management across individual and small-business accounts, investment companies, and corporate or institutional portfolios. Nuance reports that it is an active ESG investor and charges fees based on a percentage of assets under management.
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 Equities89%
- Cash & Cash Equivalents9%
- Other3%
Owners & executives
2 of 2KIMBERLY MCENANEY
Chief of StaffCRD 4760373
KATHRYN CARVER
Chief Operating OfficerCRD 6354402
Contacts
3 of 7JENNIFER MCBEE
DirectorCRD 5003762
David West
Portfolio ManagerCRD 7960975
BENJAMIN BECKER
Vice President, DirectorCRD 6039862
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$3.7M in ETFs
100%
$3.7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL MID-CAP VALUE ETF (IWS) | BlackRock | Passive | Mid Cap Value | $3.7M | 25,440 | 100.00% |
Location
KANSAS CITY, MO
JACKSON
Location
KANSAS CITY, MO
Headquartered in KANSAS CITY, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- JACKSON
- Address
- 4900 Main St
- Time zone
- CT (UTC-6)
- Office locations
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