NEBRODI PARTNERS, LLC

RIASEC RegisteredEst. 2015
Total AUM
$1.5B
Discretionary
$1.2B
80% of AUM
Avg account
$740M
Accounts
2
Employees
5
Advisory reps
4

Firm details

Headquarters
HARTFORD, Connecticut
CRD number
174280
Registered since
January 30, 2015
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

FINTRX

Overview

Nebrodi Partners, LLC is a small, institutionally focused investment adviser that registered with the SEC in 2015 and operates as a single-office limited liability company under individual ownership. The firm positions itself as a capital allocator and adviser to institutional clients, providing portfolio management for businesses or institutions and the selection of outside managers. Its fee model includes both fixed fees and performance-based fees, which aligns with active oversight of alternative strategies where carried interest or incentive fees are common. Investment activity is concentrated in private investment vehicles. Nebrodi Partners acts primarily as an allocator to third‑party managers rather than as a broad retail RIA, directing capital into externally managed private funds and hedge funds. The firm does not present itself as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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: Private Funds 97%, Other 3%97%
  • 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

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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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth