NEST INVESTMENTS LLC
Legal name: NEST EGG
CRD #286024 SEC #801-108790 CONSHOHOCKEN, PA 888-345-2163
SEC Registered
Total AUM
$101.6M
Discretionary
$101.6M
Employees
11
Clients
0
Accounts
2,562
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $101.6M | $101.6M | $0 | 11 | 0 |
| May 2024 | $74.1M | $74.1M | $0 | 12 | 0 |
| Mar 2024 | $74.1M | $74.1M | $0 | 12 | 0 |
| Oct 2023 | $64.2M | $64.2M | $0 | 13 | 0 |
| Mar 2023 | $64.2M | $64.2M | $0 | 13 | 0 |
| Nov 2022 | $93.1M | $93.1M | $0 | 12 | 0 |
| Oct 2022 | $93.1M | $93.1M | $0 | 12 | 0 |
| Aug 2022 | $93.1M | $93.1M | $0 | 12 | 0 |
| May 2022 | $93.1M | $93.1M | $0 | 12 | 0 |
| Mar 2022 | $93.1M | $93.1M | $0 | 12 | 0 |
| Apr 2021 | $82.3M | $82.3M | $0 | 12 | 0 |
| Apr 2021 | $82.3M | $82.3M | $0 | 12 | 0 |
| Jun 2020 | $33.8M | $33.8M | $0 | 9 | 0 |
| Mar 2020 | $33.8M | $33.8M | $0 | 9 | 0 |
| Feb 2020 | $2.5M | $2.5M | $0 | 6 | 0 |
| Mar 2019 | $2.5M | $2.5M | $0 | 6 | 0 |
| Oct 2018 | $989.5K | $989.5K | $0 | 4 | 0 |
| May 2018 | $989.5K | $989.5K | $0 | 4 | 0 |
| Mar 2018 | $989.5K | $989.5K | $0 | 4 | 0 |
| Apr 2017 | $0 | $0 | $0 | 3 | 0 |
| Dec 2016 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$101.6M
Discretionary$101.6M
Non-Disc.$0
Employees11
Clients0
DateMay 2024
Total AUM$74.1M
Discretionary$74.1M
Non-Disc.$0
Employees12
Clients0
DateMar 2024
Total AUM$74.1M
Discretionary$74.1M
Non-Disc.$0
Employees12
Clients0
DateOct 2023
Total AUM$64.2M
Discretionary$64.2M
Non-Disc.$0
Employees13
Clients0
DateMar 2023
Total AUM$64.2M
Discretionary$64.2M
Non-Disc.$0
Employees13
Clients0
DateNov 2022
Total AUM$93.1M
Discretionary$93.1M
Non-Disc.$0
Employees12
Clients0
DateOct 2022
Total AUM$93.1M
Discretionary$93.1M
Non-Disc.$0
Employees12
Clients0
DateAug 2022
Total AUM$93.1M
Discretionary$93.1M
Non-Disc.$0
Employees12
Clients0
DateMay 2022
Total AUM$93.1M
Discretionary$93.1M
Non-Disc.$0
Employees12
Clients0
DateMar 2022
Total AUM$93.1M
Discretionary$93.1M
Non-Disc.$0
Employees12
Clients0
DateApr 2021
Total AUM$82.3M
Discretionary$82.3M
Non-Disc.$0
Employees12
Clients0
DateApr 2021
Total AUM$82.3M
Discretionary$82.3M
Non-Disc.$0
Employees12
Clients0
DateJun 2020
Total AUM$33.8M
Discretionary$33.8M
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$33.8M
Discretionary$33.8M
Non-Disc.$0
Employees9
Clients0
DateFeb 2020
Total AUM$2.5M
Discretionary$2.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$2.5M
Discretionary$2.5M
Non-Disc.$0
Employees6
Clients0
DateOct 2018
Total AUM$989.5K
Discretionary$989.5K
Non-Disc.$0
Employees4
Clients0
DateMay 2018
Total AUM$989.5K
Discretionary$989.5K
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$989.5K
Discretionary$989.5K
Non-Disc.$0
Employees4
Clients0
DateApr 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0