Nexus Capital, LLC
Firm details
- Headquarters
- Pittsford, New York
- CRD number
- 288758
- Registered since
- June 23, 2017
- Website
- www.nexuscapitalco.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds58%
- Exchange Traded Equities31%
- Cash & Cash Equivalents5%
- State & Local Bonds4%
- Investment Grade Corp Bonds3%
Contacts
2 of 2
Matthew Marino
Director of Investments and Co-FounderCRD 5633441
Domenica Marino
Director of OperationsCRD 7417422
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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