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Nest, William Timothy (New York)


Nest, William Timothy is a large advisory firm based in New York. It manages $142.49 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Texas.

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Nest, William Timothy provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Nest, William Timothy: assets under management

The assets under management (AUM) of Nest, William Timothy is $142.49 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $142.49 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $142.49 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Nest, William Timothy for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Rahul R Vaid Sole member, managing director 1 Feb 2012 75% - 100% 3167890

Based in New York

The principal office where Nest, William Timothy performs its advisory services is located at 140 East 45 Th Street, New York, NY 10017 The mailing address of the firm is 401 East 80 Th St. Apt. 14 J, New York, NY 10075. An additional office of the firm is in Dallas, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 646-483-1174 or by fax 212-579-6498. The normal business hours are 9am-7pm on Monday - Friday. You can find more information about the New York firm at www.frontiercapitaladvisors.com.


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