NMS CAPITAL SERVICES, LLC

RIASEC RegisteredEst. 2012
Total AUM
$1.9B
Discretionary
$1.9B
100% of AUM
Avg account
$373M
Accounts
5
Employees
28
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
158140
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

NMS Capital Services, LLC operates as a private equity-focused investment manager and adviser to pooled investment vehicles. The firm serves institutional clients, acting as sponsor and general partner on private funds while also operating in a CPO/CTA capacity. Its advisory model centers on portfolio management for pooled vehicles rather than separately managed individual accounts, and fee arrangements include both a percentage-of-AUM component and performance-based fees. Investment activity is concentrated in private-market strategies, with a clear preference for private equity exposures supported by allocations to private placements and real estate. The firm identifies and manages private fund investments directly as GP/sponsor, and it also uses third-party alternative managers to complement its internal strategies. NMS Capital Services, LLC reports being an active ESG investor, suggesting ESG considerations are incorporated into its underwriting and portfolio monitoring processes.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • JAMES WILSON

    Partner, CFOCRD 5940012

Contacts

2 of 2
  • MARTIN CHAVEZ

    Managing Partner & Co-FounderCRD 2759549

  • KEVIN JORDAN

    Co-Founder and Managing PartnerCRD 2096874

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
32 Old Slip
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth