Firm profile

NEBRODI PARTNERS, LLC

HARTFORD, CTCRD 174280Latest ADV March 11, 2026

Nebrodi Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hartford, CT. Its latest Form ADV filing, dated March 11, 2026, reports $1.5B in regulatory assets under management, 5 employees, and 2 accounts.

Assets Under Management
$1.5B
Employees
5
Offices
--
Total Clients
<5
Primary office
HARTFORD, CT
225 ASYLUM STREET, 28TH FLOOR, HARTFORD, CT, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJames F. Gagnon

Advisory services offered

2 types reported
Portfolio management for businesses
Selection of other advisers

Fee models offered

2 types reported
Fixed fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPension Plans represent 50.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
50.0%
1
2
Insurance Cos.
50.0%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.5Bas of March 11, 2026
Discretionary79.9%
$1.2B
80% of total RAUM79.9%
Non-discretionary20.1%
$297M
20% of total RAUM20.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.5B
Total Accounts2
10Y AUM Change+$347M (+30.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee0:1
10Y Employee Change-2 (-28.6%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.