SourcingSourcing

NUVERSE ADVISORS LLC

C31
CRD 119840·SEC 801-61511·HALLANDALE BEACH, FL
AUM
$1.18B
$1B+
Est. Revenue
$11.8M
@ 1% on AUM
Est. EBITDA
$3.6M
@ 30% margin
Est. Deal Value
$28.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NUVERSE ADVISORS LLC
CRD
119840
SEC file #
801-61511
EIN
300090464
DBA names
—

Economics

AUM
$1.18B
AUM band
$1B+
AUM trajectory
'20'26
$591.6M → $1.18B▲ +100%
Client mix
Individuals High Net Worth43
Pooled Investment Vehicles3

Operations

Employees (total)
17
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
7 advisors → 6 advisors▼ -14%
Primary office
HALLANDALE BEACH FL
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
nuverse.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DOV SCHLEIN 2017 REVOCABLE TRUST
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
DOV SCHLEIN 2017 REVOCABLE TRUST
ELIAS SAAL AS TRUSTEE OF THE ELIAS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
NUVERSE.COM
Rdap Domain Creation Date
2000-03-13T01:21:35Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
Register.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001464172
Edgar Registered
Yes
Edgar Filing Count
18
Edgar First Filing Date
2009-05-14
Edgar Last Filing Date
2026-04-29
Edgar Form D Count
18
Edgar Form D Offerings
2026-04-292026-04-29 · 0001464172-26-000001
2025-04-282025-04-28 · 0001464172-25-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Pershing6
Raymond James4
Wells Fargo4
E*trade4
U.s. Bank2
Edgar Addresses
Mailing
152 WEST 57TH STREET21ST FLOORNEW YORK, NY 10019
Business
152 WEST 57TH STREET21ST FLOORNEW YORK, NY 10019
Edgar EIN
300090464
Edgar Recent Filings
D/A2026-04-29 · 0001464172-26-000001
D2025-04-28 · 0001464172-25-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-03-13T00:21:35Z
Rdap Domain Last Changed
2026-01-06T19:01:05Z
Rdap Nameservers
Dns105.register.comDns106.register.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (6)

6
SAAL, ELIAS
Direct Owner · 37.5%
4590698
SAALI, STEPHEN, JOSEPH
Direct Owner · 37.5%
4590704
SCHLEIN, DOV, CHAIM
Direct Owner · 37.5%
2207043
DUDAI, DAVID, ABRAHAM
Executive Officer · 2.5%
7896498
Marino, Louis, Charles
Executive Officer · 2.5%
7091598
Zoladz, Sebastian
Executive Officer · 2.5%
7894876