NUVERSE ADVISORS LLC

RIASEC RegisteredEst. 2002
Total AUM
$1.2B
Discretionary
$1.1B
94% of AUM
Avg account
$25.7M
Accounts
46
Employees
17
Advisory reps
6

Firm details

Headquarters
HALLANDALE BEACH, Florida
CRD number
119840
Registered since
October 8, 2002
Custodians
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, IDB CAPITAL CORP., RAYMOND JAMES & ASSOCIATES, INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles88.96%
  • HNWI11.04%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Nuverse Advisors LLC operates as a hedge fund manager and registered adviser focused on active portfolio management for both individuals/families and institutional clients. The firm runs pooled investment vehicles and separately managed accounts, charging a mix of percentage-of-AUM and performance-based fees. Its SEC filings identify the firm as a CPO/CTA-classified adviser, which signals a willingness to run actively traded strategies inside its hedge fund. Filing disclosures show a stated preference for fixed-income exposures within its managed accounts, while exchange-traded equities are a prominent instrument for liquid market exposure. The client base is concentrated and high-net-worth: the advisory business centers on a small number of large relationships rather than a broad retail footprint. Nuverse does not identify as an active ESG investor in its filings. Service lines include portfolio management for individuals and small businesses, pooled vehicles, and institutional mandates.

Assets & Accounts

Public Holdings

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

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 37%, US Government Bonds 28%, Non-Investment Grade Corp Bonds 22%, Private Funds 8%, Other 4%, Cash & Cash Equivalents 1%37%
  • Exchange Traded Equities37%
  • US Government Bonds28%
  • Non-Investment Grade Corp Bonds22%
  • Private Funds8%
  • Other4%

Owners & executives

2 of 2
  • David Dudai

    COOCRD 7896498

  • Louis Marino

    Chief Compliance OfficerCRD 7091598

Contacts

3 of 4
  • Sebastian Zoladz

    Managing DirectorCRD 7894876

  • DOV SCHLEIN

    Managing Partner and Co-FounderCRD 2207043

  • ELIAS SAAL

    Managing Partner and Co-FounderCRD 4590698

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Wealth teams

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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

HALLANDALE BEACH, FL

BROWARD

Location

HALLANDALE BEACH, FL

Headquartered in HALLANDALE BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
BROWARD
Address
1010 S Federal Hwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth