NEXUS RISK MANAGEMENT, LP
Adviser information for NEXUS RISK MANAGEMENT, LP last updated from Form ADV on March 27th, 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 Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Illinois, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 4 |
| 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 | 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 | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-81103 |
|---|---|
| SEC ERA File Number | 801-81103 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 164449 |
| Legal Entity Identifier | None |
Principal Office
130 KING STREET WESTSUITE 1900
TORONTO, ON
Canada
Monday - Friday, 8AM TO 4PM, EST
Tel: 416 593-9500, Fax: None
Chief Compliance Officer
CHARLES GILBERT
PRESIDENT
130 KING STREET WEST
SUITE 1800
TORONTO, ON
Canada
Tel:
416-593-9500
C**************@************M
(Full email address available in API data)
Industry Affiliates
| NEXUS RISK MANAGEMENT, INC. | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| NEXUS RISK MANAGEMENT, INC. | Foreign Entity | – | LIMITED PARTNER | 11/2012 | > 75% |
| GILBERT, CHARLES, LUCIEN | Individual | NEXUS RISK MANAGEMENT INC | SHAREHOLDER | 11/2006 | 50-75% |
| NEXUS RISK MANAGEMENT, LLC | Domestic Entity | – | GENERAL PARTNER | 11/2012 | < 5% |
| NEXUS RISK MANAGEMENT, INC. | Foreign Entity | NEXUS RISK MANAGEMENT, LLC | OWNER | 11/2012 | |
| GILBERT, CHARLES, LUCIEN | Individual | – | CCO AND MANAGING DIRECTOR | 05/2017 | < 5% |