# Nevis Equity Advisors LLC

Nevis Equity Advisors LLC is an Asset Manager based in NYC.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** NYC
- **Assets under management:** Undisclosed
- **Website:** nevisequityadvisors.com

## Regulatory record

- **CRD number:** 334396
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/334396

## About

Nevis Equity Advisors is an independent, fee-only fiduciary Registered Investment Advisor. The firm is not affiliated with any bank, broker-dealer, or insurance company, does not sell products, and does not earn commissions. Its only compensation comes directly from the clients it serves. It provides wealth management including strategic asset allocation, tax-aware portfolio management, and coordinated planning around goals, taxes, and retirement.

## People

- Patrick Keane — Founder & President
- Patrick Keane — Founder & President

## Related profiles

- [MEXUS WEALTH MANAGEMENT](https://altss.com/profile/mexus-wealth-management)
- [The Lunar Project Management LLC](https://altss.com/profile/the-lunar-project-management-llc)

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Last updated: 2026-08-11T15:07:34.613Z

Canonical page: https://altss.com/profile/nevis-equity-advisors-llc

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