Nelson Young is a registered investment advisor at Exos Asset Management LLC, based in New York, NY, with 25 years of industry experience. Nelson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients with $1.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Exos Asset Management's fees vary by client and are negotiable. The firm receives a management or advisory fee, typically calculated based on the net asset value or assets under management. Some private funds may be charged an incentive distribution based on net profits. The firm also manages separately managed accounts (SMAs) and generally charges an annual management fee based on the average value of the SMA's gross assets, and/or a performance fee based on the SMA's performance. Fees may differ among investors in the same private fund.
Location
35 W 35th Street, Fifth Floor, New York, NY, 10001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nelson works as a Portfolio Manager for Exos Asset Management LLC, an asset management business. This investment-related activity takes a few hours per week.
Employment History
Current Registrations
Exos Asset Management LLC
Exos Securities LLCBroker
Previous Registrations
Rbs Securities INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Securities LLCBroker
Merrill Lynch Government Securities INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley Market Products INC.Broker
Morgan Stanley & CO., IncorporatedBroker
State Registrations1 state
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