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Nardis Advisors LLC

Nardis Advisors LLC. CRD 151517

Nardis Advisors LLC logo

CRD: 151517

Nardis Advisors LLC

Zichron Yaakov
9149970403
nardisadvisors.com
$183.0M Total AUM
$172.8M Disc. AUM
18.1% 3Y CAGR
6 Employees
153 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Pershing · Wells Fargo
Clients
Retail and Institutional
Platforms
Optima fusionPathway catalyst +more
Established Date
06-24-2011
Office Locations
4

Office Locations

-- NEW Rochelle NY
-- TEL Aviv --
-- Waterford MI

About Nardis Advisors LLC

Nardis Advisors LLC is an RIA serving retail and institutional clients with portfolio management and financial planning, including tax, estate, and insurance/retirement planning. The firm works with business owners, entrepreneurs, and retirees, using ETFs and public funds alongside fixed income, and may incorporate alternatives such as private equity, hedge funds, or real estate. Custody includes Interactive Brokers and Pershing.

Team overview

61 AVG AGE
$45.8M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
8.9 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
15yrs Firm Age

Insights

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Asset Classes

Peak Pioneer Crest frontier Wave Glacier Timber

Client Personas

Delta

Custodian

Wave catalyst Catalyst Crest pioneer Zenith ember Legacy Capital meridian

Investment Themes

Oak Legacy harbor Ridge value Value oak

Investment Vehicles

Timber Glacier prime Glacier radial

Services

Delta Pathway signal Atlas Optima

Technology

Timber timber Atlas pioneer Element Focus

Owner & Executives

NORMAN HAROLD CHAIT

NORMAN HAROLD CHAIT

Chief Compliance Officer, Investment Advisor, MANAGING PRINCIPAL

CRD
#5134771
Ownership
75% or more
(333) 272-4679
insight.pathway@fusioncapital.com
in linkedin.com/in/foundation-catalyst

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Contacts

S

Shiran Bolganim

--

CRD
#7063491
(390) 890-4941
value.value@quantumcapital.com
in linkedin.com/in/optima-ridge
M

MICHAEL DAVID REED

Managing Director

CRD
#5906688
(858) 554-1193
foundation.fusion@foundationcapital.com
in linkedin.com/in/pathway-vector
Q

Quantum delta

Value ember

CRD
#26538
(766) 205-4367
element.catalyst@fusioncapital.com
in linkedin.com/in/wave-signal

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-18-2022
03-09-2023
03-19-2024
09-10-2025
03-26-2026
Category Assets AVG. Account size
Discretionary $172,770,715 $459,497
Non-Discretionary $10,242,426 $5,121,213
Total $183,013,141 $484,162

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Separately Managed Accounts

Total SMA Asset: $183,013,141

$183.0M Total SMA
Public Funds:
13.3%
Equity - Exchange:
7.7%
U.S. Government/Agency:
27.8%
Cash:
7.1%
Corporate - Investment Grade:
13.2%
Corporate - Non-Investment Grade:
8.5%
Municipal Bonds:
16.1%
Private Funds:
6.3%
Asset class Assets Assets %
Public Funds $1,117,143,821 13.3%
Equity - Exchange $646,767,475 7.7%
U.S. Government/Agency $2,335,082,573 27.8%
Cash $596,370,010 7.1%
Corporate - Investment Grade $1,108,744,243 13.2%
Corporate - Non-Investment Grade $713,964,096 8.5%
Municipal Bonds $1,352,331,993 16.1%
Private Funds $529,173,388 6.3%
Total $8,399,577,599 100.0%

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