NARDIS ADVISORS LLC
Adviser information for NARDIS ADVISORS LLC last updated from Form ADV on March 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 318 | $118.8M |
| Non-Discretionary | 2 | $7.3M |
| Total | 320 | $126.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 67 | $27.3M |
| HNW Individuals | 63 | $86.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 5 | $9.5M |
| Charitable organizations | <5 | $2.9M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 17 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)CONSULTING |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesSELECTION FEE FOR OUTSIDE MANAGERS |
| Other Business Activities | EXPERT WITNESS FOR LAW FIRMS AND CONSULTING |
Identifiers
| SEC RIA File Number | 801-106867 |
|---|---|
| SEC ERA File Number | 801-106867 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 151517 |
| Legal Entity Identifier | None |
Principal Office
2 OVERHILL ROADSUITE 400
SCARSDALE
NY
United States
Monday - Friday, BY APPOINTMENT ONLY
Tel: 914-997-0403, Fax: None
Chief Compliance Officer
NORMAN CHAIT
MANAGING PRINCIPAL /CHIEF COMPLIANCE OFFICER
2 OVERHILL ROAD
SUITE 400
SCARSDALE
NY
United States
Tel:
914-997-0403
N*****@*****************M
(Full email address available in API data)
Regulatory Contact
NOA CHAIT
COMPLIANCE ASSOCIATE
79 SULLIVAN STREET
APT 1C
NEW YORK
NY
United States
Tel:
914-340-5927
N*****@*****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CHAIT, NORMAN, HAROLD | Individual | – | MANAGING PRINCIPAL /CHIEF COMPLIANCE OFFICER | 08/2009 | > 75% |