{
  "crd_number": 119840,
  "slug": "nuverse-advisors-llc-hallandale-beach-fl-119840",
  "primary_business_name": "NUVERSE ADVISORS LLC",
  "legal_name": "NUVERSE ADVISORS LLC",
  "dbas": [],
  "city": "Hallandale Beach",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2002-10-08",
  "years_registered": 23,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 1183938008.0,
  "raum_discretionary": 1107261139.0,
  "raum_non_discretionary": 76676869.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 17,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 130673201.0,
      "count": 43
    },
    "pooled_investment_vehicles": {
      "raum": 1053264807.0,
      "count": 3
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "NY"
  ],
  "websites": [
    "https://nuverse.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/119840",
  "city_as_filed": "HALLANDALE BEACH",
  "url": "https://advisorcensus.com/firm/nuverse-advisors-llc-hallandale-beach-fl-119840",
  "display_name": "Nuverse Advisors LLC",
  "summary": "Nuverse Advisors LLC is an SEC-registered investment advisory firm in Hallandale Beach, FL, registered since 2002, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Nuverse Advisors LLC (CRD 119840): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Nuverse Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Nuverse Advisors LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "How much does Nuverse Advisors LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 1% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Nuverse Advisors LLC located?",
      "a": "Nuverse Advisors LLC's principal office is in Hallandale Beach, FL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Nuverse Advisors LLC registered with the SEC or a state?",
      "a": "Nuverse Advisors LLC is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 119840."
    },
    {
      "q": "How much does Nuverse Advisors LLC manage?",
      "a": "Nuverse Advisors LLC reports $1,183,938,008 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (94% discretionary)."
    },
    {
      "q": "How have Nuverse Advisors LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Nuverse Advisors LLC: Regulatory assets under management: $817,465,758 in the October 2021 data and $1,183,938,008 in the October 2026 data, up 45%. Total employees: 16 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Nuverse Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (43); pooled investment vehicles (other than investment companies and business development companies) (3)."
    },
    {
      "q": "Which custodians does Nuverse Advisors LLC use?",
      "a": "Nuverse Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists IDB Capital Corp., Raymond James & Associates, Inc. and Wells Fargo Clearing Services, LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Nuverse Advisors LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/119840"
    },
    {
      "q": "What changed in Nuverse Advisors LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $963,671,066 to $1,183,938,008 (+23%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 817465758.0,
      "total_employees": 16,
      "filing_date": "2021-06-17"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 745366450.0,
      "total_employees": 16,
      "filing_date": "2022-04-20"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 761565365.0,
      "total_employees": 17,
      "filing_date": "2023-03-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 796437494.0,
      "total_employees": 17,
      "filing_date": "2024-09-11"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 963671066.0,
      "total_employees": 17,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1183938008.0,
      "total_employees": 17,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $963,671,066 to $1,183,938,008 (+23%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "1% to 2% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 1% to 2% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "NuVerse’s basic fee schedule provides for discretionary account management fees at annual rates ranging from 1% to 2% and incentive fees (charged to Managed Accounts and the Funds)"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        1.0,
        2.0
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "NuVerse’s basic fee schedule provides for discretionary account management fees at annual rates ranging from 1% to 2% and incentive fees (charged to Managed Accounts and the Funds)"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "IDB Capital Corp.",
      "name_as_filed": "IDB CAPITAL CORP.",
      "affiliated": false
    },
    {
      "name": "Raymond James & Associates, Inc.",
      "name_as_filed": "RAYMOND JAMES & ASSOCIATES, INC.",
      "affiliated": false
    },
    {
      "name": "Wells Fargo Clearing Services, LLC",
      "name_as_filed": "WELLS FARGO CLEARING SERVICES, LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/nuverse-advisors-llc-hallandale-beach-fl-119840.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 43,
      "fewer_than_5": false,
      "raum": 130673201.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 1053264807.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/119840",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}