Investment adviser · CRD 148534
NUANCE INVESTMENTS, LLC
Investment adviser filing (IA)
KANSAS CITY, MO, United States · Form ADV filed Jul 1, 2026
- Regulatory AUM
- $984M Form ADV · Item 5.F
- Client accounts
- 257 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 3 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 |
|---|---|---|---|
| Investment companies | 2 | $444,147,619 | 45.1% |
| Retirement plans | 5 | $191,853,225 | 19.5% |
| Individuals | 208 | $91,406,098 | 9.3% |
| Charities | 5 | $90,767,856 | 9.2% |
| Corporations & businesses | 8 | $66,779,395 | 6.8% |
| Government entities | 1 | $49,897,982 | 5.1% |
| High-net-worth individuals | 28 | $49,438,696 | 5.0% |
Filing source
Form ADV 2116989 · Jul 1, 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: Jul 1, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
4900 MAIN STREET, SUITE 220KANSAS CITY, MO, 64112, United States
CRD 148534
Filing source
Form ADV 2116989 · Jul 1, 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.