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 is an SEC‑registered LLC that operates as a hedge fund manager and adviser. Registered in 2002, the firm serves both individual/family clients and institutional investors and runs pooled investment vehicles in addition to discretionary portfolio management for private clients and businesses. Its regulatory footprint includes CPO/CTA activity, indicating it operates or advises commodity pools or provides commodity trading advisory services alongside traditional equity and fixed‑income management. Compensation is via a combination of asset‑based fees and performance fees. Nuverse is not positioned as a capital allocator to third‑party managers in the sense of a dedicated multi‑manager platform, and it does not market itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

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

    Dov Schlein

    Managing Partner and Co-FounderCRD 2207043

  • Elias Saal

    Elias Saal

    Managing Partner and Co-FounderCRD 4590698

Unlock 1 more contacts

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