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Adviser Profile

As of Date 08/15/2024
Adviser Type - Large advisory firm
Number of Employees 10 25.00%
of those in investment advisory functions 10 25.00%
Registration SEC, Approved, 07/29/2022
Other registrations (1)
Former registrations

NEXA EQUITY LLC

AUM* 574,971,028 13.10%
of that, discretionary 574,971,028 13.10%
Private Fund GAV* 574,971,028
Avg Account Size 82,138,718 13.10%
SMA’s No
Private Funds 7
Contact Info 415 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
508M 436M 363M 290M 218M 145M 73M
2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count6 GAV$470,389,255
Fund TypeReal Estate Fund Count1 GAV$104,581,773

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Brochure Summary