Nelson Enterprises LLC
● SEC registered since 2023CRD 307706SEC# 801-128579
Reg. AUM
$1.36B
Employees
1
Accounts
3
Location
—
Nelson Enterprises LLC assets under management
Nelson Enterprises LLC operates as an SEC-registered investment adviser. The firm has been registered since 2023. It reports $1.4 billion in regulatory assets under management and employs 1 people.
Nelson Enterprises LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher John Nelson Control | President And Chief Compliance Officer | Over 75% | 2020 |
Frequently asked questions
How much does Nelson Enterprises LLC manage?
Nelson Enterprises LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Nelson Enterprises LLC have?
Nelson Enterprises LLC reports 1 employees.
Does Nelson Enterprises LLC disclose fund performance?
Nelson Enterprises LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 207-420-2442 |
| Office hours | 8:30 To 5:00 |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.36B▼ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$1.36Bregulatory AUM
Discretionary $0Non-discretionary $1.36B