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NEVIS EQUITY ADVISORS LLC

CRD No. 334396 | Last Form ADV Filed on 03 Feb 2025 | Registration: State
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Nevis Equity Advisors LLC is a registered investment advisor based in New York, founded in 2015 by Patrick J. Keane. The firm offers investment advisory services to individuals and high net worth clients, acting as a fiduciary with a duty of loyalty and fairness. Nevis provides wealth management services including customized investment management, financial planning, and retirement account advice. The firm's investment strategies are long-term focused, utilizing stocks, bonds, alternative investments, and occasionally cryptocurrency. Nevis conducts due diligence on investments and may recommend portfolio diversification or cash positions for risk management. Clients retain control over their investment decisions, with Nevis managing assets through designated custodians. The firm does not participate in wrap fee programs and as of February 2025, manages no client assets. Nevis may recommend independent managers for certain client portfolios and requires written agreements outlining terms and responsibilities. Clients can request updated asset information from the advisor at any time.

Identifying Information
CRD No.
334396
Latest Filing
03 Feb 2025
Form of Organization
Limited Liability Company
Legal Domicile
NY, United States
Registration
State
State Regulator Details
NY | APPROVED | 2025-02-05
Contact Details
Phone
000-000-0000
Company Information
Total Reg. AUM
$0 ($0 Discretionary $0 Non-Discretionary)
Employee Strength
1
No. of Accounts
0 (0 Discretionary 0 Non-Discretionary)

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Direct Owners
KEANE, PATRICK, JOSEPH
OWNER AND CHIEF COMPLIANCE OFFICER (75% or more)

SEC Links
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