Nest Investments LLC
● SEC registered since 2017CRD 286024SEC# 801-108790Conshohocken, PA
Reg. AUM
$131.7M
Employees
14
Accounts
2,832
Location
Conshohocken, PA
Nest Investments LLC assets under management
Nest Investments LLC is an SEC-registered investment adviser based in Conshohocken, PA. The firm has been registered since 2017. It reports $131.7 million in regulatory assets under management and employs 14 people.
Nest Investments LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Arden Daniel Miller Control | President | 10-25% | 2020 |
| Michael Alan Church Control | Ceo And Cco | 50-75% | 2016 |
| Oceanfirst Bank | Member | 10-25% | 2017 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Nest Investments LLC manage?
Nest Investments LLC reports $131.7 million in regulatory assets under management on its Form ADV.
How many employees does Nest Investments LLC have?
Nest Investments LLC reports 14 employees.
Where is Nest Investments LLC located?
Nest Investments LLC is based in Conshohocken, PA and has been SEC-registered since 2017.
Does Nest Investments LLC disclose fund performance?
Nest Investments LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 20 Ash Street, Suite 300, Conshohocken, PA 19428 |
| Phone | 888-345-2163 |
| Fax | 267-573-3111 |
| Office hours | Mon-Fri 9-5 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$131.7M▲ 30%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$131.7Mregulatory AUM
Discretionary $131.7M