$20.7M Total AUM
$20.7M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
7 yrs Firm Age
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- Custodian
- Bank OF America · Interactive Brokers · Northern Trust
- Clients
- Retail
- Platforms
- Peak timberVector
- Established Date
- 08-06-2018
- Office Locations
- 1
Office Locations
155 Fleet Street Portsmouth NH
About N.a.s. Capital LLC
N.A.S. Capital LLC is a Portsmouth, NH-based New Hampshire-registered investment adviser providing asset management and portfolio construction for retail clients, including qualified purchasers. The firm’s SMA allocations are primarily ETF-based (with some cash). For distribution, it appears to custody through platforms such as Interactive Brokers and Northern Trust.
Team overview
-- AVG AGE
$20.7M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
7.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
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Accredited Investors
Vertex element
Services
Prime Focus vital
Technology
Wave Momentum summit
Owner & Executives
N
NATHANAEL ALBERT STEWART
Research Analyst
- CRD
- #6418585
- Ownership
- 75% or more
(284) 852-9647
prime.vertex@focuscapital.com
in linkedin.com/in/foundation-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,700,000
Equity - Exchange:
45.7% Cash:
54.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $429,266,727 | 45.7% |
| Cash | $510,047,774 | 54.3% |
| Total | $939,314,501 | 100.0% |