NEXUS CAPITAL, LLC
Adviser information for NEXUS CAPITAL, LLC last updated from Form ADV on February 16th, 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 | 2 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 80 | $11.4M |
| Non-Discretionary | 1 | $459,426 |
| Total | 81 | $11.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 32 | $6.7M |
| HNW Individuals | 3 | $4.7M |
| 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 | 1 | $459,426 |
| Charitable organizations | 0 | $0 |
| 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 | 36 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-110701 |
|---|---|
| SEC ERA File Number | 801-110701 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 288758 |
| Legal Entity Identifier | None |
Principal Office
1175 PITTSFORD VICTOR RDSUITE 220
PITTSFORD
NY
United States
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY, NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
Tel: 585-348-9090, Fax: 585-348-9090
Chief Compliance Officer
MATTHEW MARINO
1175 PITTSFORD VICTOR RD
SUITE 220
PITTSFORD
NY
United States
Tel:
585-348-9090
Fax:
585-348-9090
M***@*********M
(Full email address available in API data)
Industry Affiliates
| MRM INSURANCE AGENCY LLC | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MRM HOLDINGS, LLC | Domestic Entity | – | OWNER | 05/2017 | > 75% |
| MARINO, THEODORE, JAMES | Individual | MRM HOLDINGS, LLC | MEMBER | 05/2017 | > 75% |
| MARINO, DOMENICA, NMN | Individual | – | DIRECTOR OF OPERATIONS | 02/2019 | < 5% |
| MARINO, MATTHEW, ROWLAND | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2024 | 5-10% |