Nest Egg

Overview

Nest Egg LLC is a retail registered investment adviser that began SEC registration in 2017 and operates as a limited liability company. The firm serves both individual and family clients and institutional accounts, with a stated advisory focus on portfolio management for individuals and small businesses. It charges fees based on a percentage of assets under management and identifies as an active ESG investor. The firm is classified as a non-independent retail RIA and is marked as a related adviser, indicating affiliation with other advisory entities. Its reported organizational roles extend beyond pure advisory work — filings list ties to a broker‑dealer, an insurance company, and participation as a sponsor, general partner, or managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

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Location & Offices