N
CRD: 148341
Nirvana Analytics, LLC
Pepper Pike, OH, 44124
2162456230
$13.3M Total AUM
$13.3M Disc. AUM
-- 3Y CAGR
1 Employees
59 ADV. Clients
17 yrs Firm Age
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- Custodian
- Citibank ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-28-2009
- Office Locations
- 1
Office Locations
30050 Chagrin Blvd Suite 330 Pepper Pike OH
About Nirvana Analytics, LLC
Nirvana Analytics, LLC is a Pepper Pike-based RIA. The firm has been operating for 17 years. Managing $13.3M in total assets under management, They custody assets with Citibank and Interactive Brokers.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$224.8K AVG AUM / CLIENT
5.8 yrs AVG TENURE
1 Employees
0 Advisory Reps
0 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Signal Harbor horizon Peak
Investment Vehicles
Matrix wave
Owner & Executives
J
JAMES BURNER CREW
Managing Partner
- CRD
- #1685632
- Ownership
- 50% but less than 75%
(616) 970-8554
atlas.element@quantumcapital.com
in linkedin.com/in/glacier-vertex
V
Vanquilla Wilks
Chief Compliance Officer, Investment Advisor
- CRD
- --
- Ownership
- 5% but less than 10%
(297) 903-5819
oak.eagle@catalystcapital.com
in linkedin.com/in/value-pathway
Showing 2 of 2 owners & executives
Unlock allContacts
R
Ridwan Kolade Umar
--
- CRD
- #8160805
(318) 736-6045
element.atlas@legacycapital.com
in linkedin.com/in/ember-wave
P
Pierson Joseph Wagner
--
- CRD
- #8267585
(467) 851-9631
matrix.capital@momentumcapital.com
in linkedin.com/in/oak-beacon
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,262,772 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,262,772 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,262,772
Equity - Exchange:
10.0% Cash:
38.3% Municipal Bonds:
43.2% Derivatives:
8.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $243,032,485 | 10.0% |
| Cash | $930,814,416 | 38.3% |
| Municipal Bonds | $1,049,900,333 | 43.2% |
| Derivatives | $206,577,612 | 8.5% |
| Total | $2,430,324,846 | 100.0% |