Nexus338, LLC
● SEC registered since 2021CRD 315250SEC# 801-122274Cabin John, MD
Reg. AUM
$407.8M
Employees
3
Accounts
474
Location
Cabin John, MD
Nexus338, LLC assets under management
Nexus338, LLC operates as an SEC-registered investment adviser based in Cabin John, MD. The firm has been registered since 2021. It reports $407.8 million in regulatory assets under management and employs 3 people.
Nexus338, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carerra Lei Xuan Chao | Member | 10-25% | 2021 |
| Celine Lei Yun Chao | Member | 10-25% | 2021 |
| Philip Shihling Chao Control | Managing Member/Chief Compliance Officer | 50-75% | 2021 |
Frequently asked questions
How much does Nexus338, LLC manage?
Nexus338, LLC reports $407.8 million in regulatory assets under management on its Form ADV.
How many employees does Nexus338, LLC have?
Nexus338, LLC reports 3 employees.
Where is Nexus338, LLC located?
Nexus338, LLC is based in Cabin John, MD and has been SEC-registered since 2021.
Does Nexus338, LLC disclose fund performance?
Nexus338, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6409 81st Street, Cabin John, MD 20818 |
| Phone | 571-348-0800 |
| Office hours | 9:00 - 4:00 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$407.8M▲ 16%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$407.8Mregulatory AUM
Discretionary $92.6MNon-discretionary $315.3M