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| Happy Holidays!! thanks for using AUM13F!! |
| Nexus338 LLC
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|---|---|
| CRD # | 315250 |
| SEC # | 801-122274 |
| CIK # | |
| AUM | $351.8 M (2025-02-12) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 571-348-0800 |
| Address | 6409 81st Street Cabin John, MD 20818 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.6 |
| (b) Individuals (high net worth individuals) | 11 | 38.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 131 | 302.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 10.1 |
| (n) Other | 0 | 0.0 |
| Total | 346 | 351.8 |
| By Discretionary | ||
| Discretionary | 18 | 44.1 |
| Non-Discretionary | 328 | 307.7 |
| Total | 346 | 351.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 351.8 | |
| Total | 346 | 351.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Intrepid Financial Planning Group LLC
✚
|
IN | 0.4 |
|
Navigate Wealth Management LLC
✚
|
AL | 0.4 |
|
Seabird Financial Corporation
✚
|
CA | 0.4 |
|
Exchange Place Advisors LLC
✚
|
MA | 0.4 |
|
Dougherty & Associates Financial Advisors Inc
✚
|
MN | 0.4 |
|
Peak Wealth Management LLC
✚
|
NY | 0.4 |
|
SGL Investment Advisors Inc
✚
|
MT | 0.4 |
|
Rational Investment Management LLC
✚
|
0.4 | |
|
JJP Capital Management Inc
✚
|
MO | 0.3 |
|
Costello Asset Management Inc
✚
|
PA | 0.3 |