Investment adviser · CRD 286024
NEST EGG
Investment adviser filing (IA)
NEST INVESTMENTS LLC
CONSHOHOCKEN, PA, United States · Form ADV filed Aug 13, 2026
- Regulatory AUM
- $132M Form ADV · Item 5.F
- Client accounts
- 2,832 Accounts, not individual clients
- Employees
- 14 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 2,819 | $130,386,481 | 99.0% |
| Charities | 6 | $999,527 | 0.8% |
| Corporations & businesses | 7 | $315,932 | 0.2% |
Filing source
Form ADV 2125775 · Aug 13, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 13, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
20 ASH STREET, SUITE 300CONSHOHOCKEN, PA, 19428, United States
CRD 286024
Filing source
Form ADV 2125775 · Aug 13, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.