NEXXUS HOLDINGS ADVISORS LLC

RIASEC RegisteredEst. 2014
Total AUM
$246M
Discretionary
$246M
100% of AUM
Avg account
$61.6M
Accounts
4
Employees
7
Advisory reps
2

Firm details

Headquarters
SANTA BARBARA, California
CRD number
166884
Registered since
July 8, 2014
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles99.92%
  • Other0.08%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Nexxus Holdings Advisors LLC is an SEC-registered investment adviser organized as an LLC and classified in FINTRX as a private equity fund manager. The firm is owned by an individual and primarily serves institutional clients. Its stated advisory activities center on portfolio management for pooled investment vehicles and for businesses or institutions, and it participates as a sponsor/GP/managing member of pooled investment vehicles rather than operating primarily as a capital allocator. Fee arrangements include asset-based fees, fixed fees and performance-based fees. The firm is not listed as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

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: Other 100%100%
  • Other100%

Owners & executives

2 of 2
  • TIMOTHY BABICH

    Chief Executive OfficerCRD 4269535

  • Devin Sugg

    Chief Financial OfficerCRD 8182145

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SANTA BARBARA, CA

SANTA BARBARA

Location

SANTA BARBARA, CA

Headquartered in SANTA BARBARA, CA, in the West of the United States.

Region
West
County
SANTA BARBARA
Address
800 Miramonte Dr
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth