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NEBRODI PARTNERS, LLC
CRD 174280File 801-80861
APPROVED
Filing as of Mar 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.48B
Above cohort median (national)
Discretionary AUM
$1.18B
Non-discretionary $297.0M
Clients
2
2 accounts
Employees
5
Above cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jan 30, 2015
- Principal office
- 225 ASYLUM STREET, 28TH FLOOR, HARTFORD, CT, 06103
- Phone
- 860-259-4300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.48B
- Discretionary AUM
- $1.18B
- Non-discretionary AUM
- $297.0M
- Discretionary accounts
- 1
- Non-discretionary accounts
- 1
- Total accounts
- 2
- AUM per client
- $739.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 1 | $1.18B |
| Pension and profit sharing plans | 1 | $297.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.