Nebrodi Partners, LLC
Firm details
- Headquarters
- Hartford, Connecticut
- CRD number
- 174280
- Registered since
- January 30, 2015
- Website
- www.nebrodipartners.com
- Fee structure
- Fixed Fees, Performance Based Fees
- Client types
- Insurance Companies79.92%
- Pension & Profit Sharing Plans20.08%
- Services
- Portfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Nebrodi Partners, LLC is an SEC-registered limited liability company operating as an institutional RIA and self-identifies as a capital allocator. The firm, registered in 2015, serves an institutional client base and provides portfolio management for businesses or institutions in addition to selection of other advisers. Its compensation arrangements include both fixed fees and performance-based fees. Nebrodi does not list itself as an active ESG investor and is not presented as a multi-state adviser or pension consultant.
Assets & Accounts
Investments & Alternatives
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
- Private Funds97%
- Other3%
Owners & executives
1 of 1
James Gagnon
Managing Director and Chief Compliance OfficerCRD 5091164
Contacts
3 of 3
Robert Davis
Co-Founder and Managing PartnerCRD 1490475
Allan Vartelas
Managing PartnerCRD 1285153

Erik Cafarella
Co-Founder and Managing PartnerCRD 4485165
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hartford, CT
Hartford
Location
Hartford, CT
Headquartered in Hartford, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- Hartford
- Address
- 225 Asylum St
- Time zone
- ET (UTC-5)
- Office locations
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