Nest Investments LLC

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Assets, Funds, Holdings

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Nest Investments LLC
CRD #286024
SEC #801-108790
CIK #0001948755
AUM 131.7 M (2026-03-05)
Employees 14 (64% Investors, 64% Brokers)
Phone888-345-2163
Address20 Ash Street
Conshohocken, PA 19428
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram]
Total AUM ($M)
14011284562802010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 2,819 130.4
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 6 1.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 7 0.3
(n) Other 0 0.0
Total 2,832 131.7
By Discretionary
Discretionary 2,832 131.7
Non-Discretionary 0 0.0
Total 2,832 131.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 131.7
Total 2,832 131.7
EDGAR Form CIK 2011 - 2026
D [0001948755]
Firm Profile (Form ADV)
ServesRetail
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