NUTS2INVEST.COM, LLC

Adviser information for NUTS2INVEST.COM, LLC last updated from Form ADV on February 26th, 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 1
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 1
Registered State Investment Advisers 1
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios No

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 0 $0
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 0
No. of Financial Planning Clients 0

Services

Advisory Services SELF-HELP (DO-IT-YOURSELF OR DIY) INVESTMENT PORTFOLIO SERVICES AT INVESTORS' SPECIFIC DIRECTIONS
Compensation Subscription fees

Identifiers

SEC RIA File Number 801-76998
SEC ERA File Number 801-76998
SEC CIK Numbers None
SEC CRD Numbers 164438
Legal Entity Identifier None

Principal Office

7413 YARROW LN.
TIPP CITY
OH
United States
MONDAY-SUNDAY, 9:00AM-5:00PM
Tel: 937-506-7789, Fax: 937-506-7789

Chief Compliance Officer

SUNIL KULKARNI
CEO AND CCO
7413 YARROW LN.
TIPP CITY
OH
United States
Tel: 937-2691116
(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
KULKARNI, SUNIL Individual CEO & CCO 01/2012 > 75%

No. Employees, Historic

10502020202120222023202420251 on 2/9/20201 on 10/14/20201 on 10/15/20201 on 12/18/20201 on 1/30/20211 on 2/3/20221 on 2/7/20231 on 2/26/2024