Nexus Capital, LLC (Pittsford)

Nexus Capital provides portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Nexus Capital: assets under management

The assets under management (AUM) of Nexus Capital, LLC is $17.55 million. The firm's AUM has gone down by -43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $16.35 million in discretionary accounts and $1.2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $112.78 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $200.17 thousand.

Investments

The firm invests in investment and business development companies the most. They account for 53% of the total AUM. The second-largest asset type is exchange traded securities, which make up 28% of the firm’s portfolio. Investments in pooled investment vehicles form 10% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Nexus Capital, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Nexus Capital serves?

The firm provides services to individuals and pension and profit sharing plans. The largest group of clients of Nexus Capital is individuals with 44 clients and $16.35 million of assets under management. Among the 0 most similar advisory firms, Nexus Capital has the 0th lowest percentage of individuals out of all clients.

The amount of regulatory assets under management is $17.55 million for 50 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Nexus Capital doesn't advise any private funds.

Careers at Nexus Capital, LLC

The company employs 5 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 1 indirect owner.

Based in Pittsford

The principal office where Nexus Capital, LLC performs its advisory services is located at 1175 Pittsford Victor Rd, Pittsford, NY 14534, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 585-348-9090 or by fax 585-348-9090. The normal business hours are not applicable - office visits by appointment only on Other. You can find more information about the New York firm at ncapco.com and its LinkedIn profile.

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