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Nexus Capital INC

Nexus Capital INC. CRD 291866

N

CRD: 291866

Nexus Capital INC

Matthews, NC, 28105
7048450918
www.nexuscapitalinc.com
$9.6M Total AUM
$9.6M Disc. AUM
-- 3Y CAGR
3 Employees
61 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
American Funds · Charles Schwab & Company · Transamerica
Clients
Retail and Institutional
Platforms
--
Established Date
02-07-2018
Office Locations
2

Office Locations

1142 Satellite Blvd Suite 100-A Suwanee GA
2423-B Plantation Center Drive Suite B Matthews NC

About Nexus Capital INC

Nexus Capital Inc is an investment manager and advisor serving individuals, businesses, and institutions with portfolio management, financial and retirement planning, and risk-aware allocation. The firm emphasizes modern strategies and alternative asset classes and can deploy advanced trading strategies for clients willing to assume higher risk. Retail and institutional engagement; portfolios include meaningful ETF and public-fund exposure.

Team overview

-- AVG AGE
$3.2M AVG AUM / ADVISOR
$156.9K AVG AUM / CLIENT
6.7 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
8yrs Firm Age

Insights

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Accredited Investors

Ridge prime

Asset Classes

Bridge signal Atlas Meridian catalyst Crest

Client Personas

Timber

Custodian

Element pioneer

Investment Themes

Legacy zenith Vertex Unison wave

Investment Vehicles

Vertex

Services

Glacier optima Focus prime Optima Meridian ember Pathway Focus optima Wave

Owner & Executives

A

ANUP A DESAI

Investment Advisor, VICE PRESIDENT

CRD
#5064348
Ownership
50% but less than 75%
(722) 798-1114
oak.frontier@eaglecapital.com
in linkedin.com/in/pioneer-north
N

Nadir Kabir Noorani

Chief Compliance Officer, President

CRD
#6893874
Ownership
50% but less than 75%
(206) 571-8985
prime.oak@legacycapital.com
in linkedin.com/in/prime-ridge

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Contacts

A

AFZAL SADRUDDIN MITHWANI

Partner

CRD
#3100323
(233) 708-5097
north.prime@summitcapital.com
in linkedin.com/in/vector-eagle

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $9,569,132 --
Non-Discretionary $0 --
Total $9,569,132 --

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Separately Managed Accounts

Total SMA Asset: $9,569,132

$9.6M Total SMA
Public Funds:
10.3%
Equity - Exchange:
56.0%
Cash:
33.7%
Asset class Assets Assets %
Public Funds $158,847,285 10.3%
Equity - Exchange $863,635,724 56.0%
Cash $519,723,641 33.7%
Total $1,542,206,650 100.0%

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