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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Nest Investments LLC
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| CRD # | 286024 |
| SEC # | 801-108790 |
| CIK # | 0001948755 |
| AUM | $101.6 M (2025-03-25) |
| Employees | 11 (64% Investors, 64% Brokers) |
| Phone | 888-345-2163 |
| Address | 20 Ash Street Conshohocken, PA 19428 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,552 | 100.6 |
| (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 | 5 | 0.4 |
| (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 | 5 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,562 | 101.6 |
| By Discretionary | ||
| Discretionary | 2,562 | 101.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,562 | 101.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 101.6 | |
| Total | 2,562 | 101.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001948755] |
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