Nest Investments Llc
- Regulatory AUM
- $132M
- Discretionary
- $132M
- Clients
- 2,832
- Avg AUM / client
- $46.5K
- Accounts
- 2,832
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of Mar 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,819 | $130M | 99.0% |
| Charitable organizations | 6 | $1000K | 0.76% |
| Corporations and other businesses | 7 | $316K | 0.24% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Data Center, Inc. Savings & Retirement Plan Data Center, Inc. | 2024 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Alan Church | Ceo And Cco | Nov 2016 (10y) | 50% – 75% | |
| Miller, Arden, Daniel | President | Feb 2020 (7y) | 10% – 25% | |
| Charles Anthony Scavone | Registered representative | Aug 2017 (9y) | ||
| Jason Alex Dorfman | Registered representative | Mar 2020 (6y) | ||
| Jason Daniel Berkson | Registered representative | Aug 2020 (6y) | ||
| Ryan Thomas Shane | Registered representative | Apr 2021 (5y) | ||
| Steven Richard Benjamin | Registered representative | CFA | Feb 2022 (4y) | |
| Joseph Paul Salomone | Registered representative | Jul 2024 (2y) | ||
| Ethan Patrick Prince | Registered representative | May 2025 (1y) | ||
| William Anthony Nunley | Registered representative | Feb 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Oceanfirst Bank | Member | Dec 2017 | A | 10% – 25% |
| Oceanfirst Financial Corp. | Bank Holding Co. | Jul 1996 | B | ≈ 7.5% – 25% via Oceanfirst Bank |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Oceanfirst Financial Corp.: 75% – 100% of Oceanfirst Bank × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Data Center, Inc. Savings & Retirement Plan | Data Center, Inc. | 317 | $64.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/05/2026 | 1.13 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $68.3M (52% of AUM) Mar 2026
- Apex Clearing $56.5M (43% of AUM) Mar 2026
- Lincoln Financial Securities Corporation $1.0M (43% of AUM) Feb 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 05, 2026.
View current Form ADV (SEC/IAPD) ↗