A complete list of active advisors currently associated with Nye Street Partners LLC

Warmer can help you find a great advisor at Nye Street Partners LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Nye Street Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.