Nye Street Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Nye Street Partners LLC provides portfolio management, financial planning, and comprehensive family office services to a small number of primarily high‑net‑worth individuals and charitable organizations. Services include individualized Investment Policy Statements, ongoing discretionary portfolio management, and family office support such as accounting, tax, estate planning, and insurance advice.
The firm applies modern portfolio theory and a long‑term trading approach when constructing portfolios, documents client risk tolerances in IPSs, and conducts periodic reviews while managing accounts on a discretionary basis. It generally limits investments to mutual funds, ETFs, equities, fixed income and private placements, recommends Schwab Institutional for custody and execution, and discloses that it may accept client‑directed brokerage and does not aggregate trades across multiple client accounts.
Distinctive features include a very small client base and modest assets under management alongside a relatively broad family office service set that extends to accounting, tax and personal bill‑payment services and is billed via fixed annual engagements. The firm also discloses an economic arrangement with a private fund (YREFY SLP4, LLC) and that certain personnel are licensed insurance agents, both of which the firm notes can create conflicts of interest and are addressed through disclosure and supervisory processes.
Client services
Expertise
Occupation focus
Fee options
Certain employees may receive insurance commissions on recommended insurance products.
Fee-only: Fixed annual fees for financial planning and financial advisory/family office services typically start at $100,000 (negotiable). Portfolio management fees are negotiable with no set minimum or fixed rate.
Main office
18 Division St, Unit 301
Saratoga Springs NY 12866
Advisors at this office
3
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Matthew M
Series 63
Saratoga Springs, NY
Nye Street Partners LLC
Matthew Moore is a financial advisor at Nye Street Partners LLC with 17 years of industry experience. He holds a Series 63 designation and has worked at firms including The AYCO Company, L.P./Mercer Allied and Shade Tree Advisors LLC. Moore is also involved with Optifino, working on a referral basis in an insurance-related business. Nye Street Partners serves high-net-worth individuals and charitable organizations, providing portfolio management, financial planning, and comprehensive family office services. The firm employs a long-term investment approach based on Modern Portfolio Theory and offers discretionary management alongside customized Investment Policy Statements.
Heather F
CFP®, Series 66
Saratoga Springs, NY
Nye Street Partners LLC
Heather Fox is a CFP® with 14 years of industry experience, currently serving as an advisor at Nye Street Partners LLC since 2021. Her prior roles include positions at Shade Tree Advisors, Bender Lane Advisory, and The Ayco Company LP. In addition to her advisory work, she provides tax and accounting services to single family offices as an employee outside of Nye Street Partners. Nye Street Partners serves high-net-worth individuals and charitable organizations, offering portfolio management, financial planning, and comprehensive family office services including accounting, tax, estate planning, insurance advice, and personal bill payment. The firm employs a long-term investment approach based on Modern Portfolio Theory and manages a small number of client relationships with individualized Investment Policy Statements.
Nicholas S
Series 65
Saratoga Springs, NY
Nye Street Partners LLC
Nicholas Schultz is a financial advisor at Nye Street Partners LLC with a Series 65 credential and two years of industry experience. He has been with Nye Street Partners since 2021. Nye Street Partners serves high-net-worth individuals and charitable organizations by providing portfolio management, financial planning, and comprehensive family office services. The firm uses a long-term investment approach based on Modern Portfolio Theory and manages a small number of client relationships through discretionary portfolio management and individualized Investment Policy Statements.
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