Nevis Equity Advisors LLC

Overview

Nevis Equity Advisors LLC is an independent, New York–registered limited liability RIA that positions itself as a small, fee-based wealth manager serving individuals and families. The firm is owned by an individual and bills clients on a percentage-of-assets basis. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. The firm also lists real estate brokerage as a business activity and identifies itself as a capital allocator, indicating it sources external managers for client exposures. It does not identify as an ESG investor and does not operate as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices