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NVEST Advisors
NVEST ADVISORS, LLC is a state-registered investment adviser in COLORADO SPRINGS, CO. The firm manages $23 million in assets, $17 million on a discretionary...
Overview
NVEST ADVISORS, LLC is a state-registered investment adviser in COLORADO SPRINGS, CO. The firm manages $23 million in assets, $17 million on a discretionary basis. It has 3 employees and 3 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Corporate office
United States
Frequently asked questions
Who makes investment decisions at NVEST Advisors?
Advisory decisions at NVEST Advisors are made by the firm's advisory team, whose names are not disclosed in public SEC filings or other widely available sources. The firm's Form ADV lists the team composition but not individual portfolio manager titles. Client allocations are customized per mandate.
How does NVEST Advisors source proprietary deal flow?
NVEST Advisors identifies investment opportunities through its professional network and direct outreach to fund managers, per its SEC filing. The firm does not maintain a publicly disclosed proprietary sourcing program. The team evaluates external managers and co-investment opportunities based on client mandates.
Does NVEST Advisors participate in fund commitments or only direct deals?
NVEST Advisors allocates client capital to fund commitments as part of its portfolio construction process, per its Form ADV. The firm also considers direct investments and co-investments, as disclosed in its regulatory filings. The mix of fund versus direct investments depends on the client's investment policy.
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