Nexus Capital, LLC

RIASEC RegisteredEst. 2017
Total AUM
$13.3M
Discretionary
$12.6M
94% of AUM
Avg account
$178K
Accounts
75
Employees
2
Advisory reps
2

Firm details

Headquarters
Pittsford, New York
CRD number
288758
Registered since
June 23, 2017
Custodians
INTERACTIVE BROKERS LLC, THE CAPITAL GROUP SECURITIES, INC.
Fee structure
Percentage of AUM
Client types
  • Individuals53.36%
  • HNWI40.45%
  • Pension & Profit Sharing Plans5.6%
  • Corporations / Businesses0.58%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Nexus Capital, LLC is a limited liability company and SEC-registered investment adviser (registered in 2017) operating as a non-independent retail RIA. The firm charges fees as a percentage of assets under management and lists portfolio management for individuals and small businesses as its principal advisory activity. Its client mix includes individual and family clients as well as institutional relationships. Nexus Capital identifies itself as neither a multi-state adviser nor an active ESG investor, and it does not act as a capital allocator. The firm also has an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 58%, Exchange Traded Equities 31%, Cash & Cash Equivalents 5%, State & Local Bonds 4%, Investment Grade Corp Bonds 3%, US Government Bonds 1%, Derivatives 1%58%
  • Public Funds/Mutual Funds58%
  • Exchange Traded Equities31%
  • Cash & Cash Equivalents5%
  • State & Local Bonds4%
  • Investment Grade Corp Bonds3%

Contacts

2 of 2
  • Matthew Marino

    Matthew Marino

    Director of Investments and Co-FounderCRD 5633441

  • Domenica Marino

    Domenica Marino

    Director of OperationsCRD 7417422

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Pittsford, NY

Monroe

Location

Pittsford, NY

Headquartered in Pittsford, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.

Metro area
Rochester-Batavia-Seneca Falls, NY
Region
Northeast
County
Monroe
Address
1175 Pittsford Victor Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth