Overview
Assets Under Management: $297 million
Headquarters: STAMFORD, CT
High-Net-Worth Clients: 72
Average Client Assets: $1.4 million
Frequently Asked Questions
NS CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #149905), NS CAPITAL, LLC is subject to fiduciary duty under federal law.
NS CAPITAL, LLC is headquartered in STAMFORD, CT.
NS CAPITAL, LLC serves 72 high-net-worth clients according to their SEC filing dated March 31, 2024. View client details ↓
According to their SEC Form ADV, NS CAPITAL, LLC offers portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
NS CAPITAL, LLC manages $297 million in client assets according to their SEC filing dated March 31, 2024.
According to their SEC Form ADV, NS CAPITAL, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 72
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 33.98%
Average Client Assets: $1.4 million
Total Client Accounts: 368
Discretionary Accounts: 368
Regulatory Filings
CRD Number: 149905
Filing ID: 1861332
Last Filing Date: 2024-03-31 10:03:00