Nest Egg

Overview

Nest Egg is a limited liability company that has operated as an SEC-registered investment adviser since 2017. It is organized as a non-independent retail RIA and charges clients on a percentage-of-AUM basis. The firm serves both individual and family clients as well as some institutional relationships, with an explicit advisory focus on portfolio management for individuals and small businesses. Nest Egg identifies as an active ESG investor and reports affiliation with related advisory entities. The firm has multiple industry linkages — including relationships with a broker-dealer, an insurance company, and roles as sponsor/GP/managing member of pooled investment vehicles — which aligns with its non-independent classification. Nest Egg does not position itself as a capital allocator and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices