NEST INVESTMENTS LLC

NEST INVESTMENTS LLC of CONSHOHOCKEN, PA is an SEC-registered investment adviser (CRD 286024). Regulatory assets under management: $131.7M.

Registration

• CRD: 286024
• SEC file number: 801-108790
• Type: Registered investment adviser
• Location: 20 ASH STREET, SUITE 300, CONSHOHOCKEN, PA, 19428
• Phone: 888-345-2163
• Latest filing: 2026-03-05
• Regulatory AUM: $131.7M
• Discretionary AUM: $131.7M
• Clients: 14
• Accounts: 2,832

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 286024 on SEC IAPD (source of record)
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