# NVEST Advisors

NVEST Advisors is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/nvest-advisors-llc

## Regulatory record

- **CRD number:** 277064
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/277064

## About

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.

## 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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Last updated: 2026-06-03T20:00:00.000Z

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