NEPHILA ADVISORS LLC
Adviser information for NEPHILA ADVISORS LLC last updated from Form ADV on March 25th, 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 | Delaware, United States |
Employees
| Total Number of Employees | 37 |
|---|---|
| Investment Advisory/Research | 13 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| 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 | 0 | $0 |
| Non-Discretionary | 37 | $14.4B |
| Total | 37 | $14.4B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 37 | $14.4B |
| Pension and profit sharing plans | 0 | $0 |
| 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 | 0 |
| No. of Non-U.S. Clients | 100 |
Services
| Advisory Services | NON-DISCRETIONARY SUB-ADVISORY SERVICES FOR AN AFFILIATED INVESTMENT ADVISER IN RESPECT OF ITS CLIENTS |
|---|---|
| Compensation | COST + 10% |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-72587 |
|---|---|
| SEC ERA File Number | 801-72587 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 156905 |
| Legal Entity Identifier | None |
Principal Office
3811 BEDFORD AVENUESUITE 101
NASHVILLE
TN
United States
Monday - Friday, 8AM TO 6PM
Tel: 615-823-8488, Fax: 615-349-4170
Chief Compliance Officer
JEFFREY INGELMAN
VICTORIA PLACE, 3RD FLOOR WEST
HAMILTON
Bermuda
Tel:
441-278-7785
J********@*****************M
(Full email address available in API data)
Industry Affiliates
| CITY NATIONAL INSURANCE COMPANY | Insurance company or agency |
| EVANSTON INSURANCE COMPANY | Insurance company or agency |
| HAGERTY REINSURANCE LIMITED | Insurance company or agency |
| INDEPENDENT SPECIALTY INSURANCE COMPANY | Insurance company or agency |
| LLOYD'S SYNDICATE 3000 | Insurance company or agency |
| MARKEL AMERICAN INSURANCE COMPANY | Insurance company or agency |
| MARKEL BERMUDA LIMITED | Insurance company or agency |
| MARKEL GLOBAL REINSURANCE COMPANY | Insurance company or agency |
| MARKEL INSURANCE COMPANY | Insurance company or agency |
| MARKEL INSURANCE SE | Insurance company or agency |
| MARKEL INTERNATIONAL INSURANCE COMPANY LIMITED | Insurance company or agency |
| NATIONAL SPECIALTY INSURANCE COMPANY | Insurance company or agency |
| NEPHILA CAPITAL LTD. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| NEPHILA SYNDICATE MANAGEMENT | Insurance company or agency |
| STATE NATIONAL INSURANCE COMPANY | Insurance company or agency |
| UNITED SPECIALTY INSURANCE COMPANY | Insurance company or agency |
| VELOCITY RISK UNDERWRITERS 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 |
|---|---|---|---|---|---|
| SCHAUBLE, BARNEY, FRANCIS | Individual | – | SENIOR BUSINESS ADVISOR | 10/2010 | < 5% |
| HAGOOD, PAUL, GREGORY | Individual | – | CO-CEO | 08/2012 | < 5% |
| MAJORS, WILLIAM, FRANKLIN | Individual | – | CO-CEO | 07/2013 | < 5% |
| DYER, JEAN, PAUL | Individual | – | CHIEF LEGAL OFFICER | 01/2018 | < 5% |
| GLASSMAN, STEVEN, MARK | Individual | – | CHIEF OPERATIONS OFFICER, CHIEF FINANCIAL OFFICER | 12/2021 | < 5% |
| MARKEL GROUP INC | Domestic Entity | – | SOLE SHAREHOLDER | 11/2018 | > 75% |
| INGELMAN, JEFFREY, RAGNAR | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2024 | < 5% |