PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Nest Egg Etfs, LLC

● SEC registered since 2024CRD 332971SEC# 801-131316Downey, CA
Export (members)
Reg. AUM
$517.3M
Employees
3
Accounts
3,033
Location
Downey, CA

Nest Egg Etfs, LLC assets under management

Nest Egg Etfs, LLC is a registered investment adviser overseen by the SEC based in Downey, CA. The firm has been registered since 2024. It reports $517.3 million in regulatory assets under management and employs 3 people.

Nest Egg Etfs, LLC owners & executives

2 reported
NameTitleOwnershipSince
John Thomas McDevittChief Compliance OfficerUnder 5%2025
Manuel Ramos ControlManaging Member, CeoOver 75%2024

Frequently asked questions

How much does Nest Egg Etfs, LLC manage?

Nest Egg Etfs, LLC reports $517.3 million in regulatory assets under management on its Form ADV.

How many employees does Nest Egg Etfs, LLC have?

Nest Egg Etfs, LLC reports 3 employees.

Where is Nest Egg Etfs, LLC located?

Nest Egg Etfs, LLC is based in Downey, CA and has been SEC-registered since 2024.

Does Nest Egg Etfs, LLC disclose fund performance?

Nest Egg Etfs, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8141 2nd Street, Suite 305, Downey, CA 90241
Phone866-475-5050
Fax562-862-9673
Office hours6 a.m. - 4 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Regulatory AUM

$517.3MNo change
Dec '25 — $519MJan '26 — $519MFeb '26 — $519MMar '26 — $517.3MApr '26 — $517.3MMay '26 — $517.3MJun '26 — $517.3M
Dec '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$517.3Mregulatory AUM
Discretionary $517.3M