SourcingSourcing

NUANCE INVESTMENTS, LLC

B52
CRD 148534·SEC 801-69682·KANSAS CITY, MO
AUM
$984.3M
$500M-$1B
Est. Revenue
$9.8M
@ 1% on AUM
Est. EBITDA
$3.0M
@ 30% margin
Est. Deal Value
$23.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NUANCE INVESTMENTS, LLC
CRD
148534
SEC file #
801-69682
EIN
263649176
DBA names
—

Economics

AUM
$984.3M
AUM band
$500M-$1B
AUM trajectory
'20'26
$1.72B → $984.3M▼ -43%
Client mix
Individuals Other208
Individuals High Net Worth28
Corporations8
Pension Profit Sharing Plans5
Charitable Organizations5

Operations

Employees (total)
11
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
5 advisors → 3 advisors▼ -40%
Primary office
KANSAS CITY MO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
01/26/2026
ADV-W filed at
—
Website
nuanceinvestments.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
S. A. MOORE FAMILY CORPORATION
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
9
Control Persons
S. A. MOORE FAMILY CORPORATION
CARVER, KATHRYN, SUZANNE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
NUANCEINVESTMENTS.COM
Rdap Domain Creation Date
2010-04-02T04:58:18Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
6
Form 5500 Total Compensation
1,285,755
Form 5500 Compensation Trajectory 3y
20251,285,755
Form 5500 Plan Count Trajectory 3y
20256
Schedule C Total Compensation
1,285,755
Schedule C Service Provider Rows
6

SEC EDGAR

Edgar Cik
0001473182
Edgar Registered
Yes
Edgar Filing Count
122
Edgar First Filing Date
2009-10-19
Edgar Last Filing Date
2026-05-08
Edgar 13f Count
69
Edgar 13f Latest AUM Estimate
Filing Date2026-05-08
Accession0001473182-26-000006
Edgar Former Names
MARINER VALUE STRATEGIES, LLC

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
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
Raymond James4
State Street4
Morgan Stanley4
E*trade4
Edgar Addresses
Mailing
4900 MAIN STREETSUITE 220KANSAS CITY, MO 64112
Business
4900 MAIN STREETSUITE 220KANSAS CITY, MO 64112
Edgar EIN
263649176
Edgar Recent Filings
13F-HR2026-05-08 · 0001473182-26-000006
13F-HR2026-02-11 · 0001473182-26-000005
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-04-02T04:58:18Z
Rdap Domain Last Changed
2026-04-02T15:45:33Z
Rdap Nameservers
Ns07.domaincontrol.comNs08.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (8)

8
West, David, Adam
IAR · Executive Officer · 2.5%
7960975
CARVER, KATHRYN, SUZANNE
IAR · Executive Officer · 2.5%
6354402
MOORE, SCOTT, ANTHONY
IAR · Executive Officer · 2.5%
2090637
Meurer, Jack, Anthony
IAR · Executive Officer · 2.5%
6650951
KIMBERLY IRENE MCENANEY
Executive Officer · 2.5%
4760373
BECKER, BENJAMIN, CLARK
Executive Officer · 2.5%
6039862
GREENE, GEOFFRIE, CLAYTON
Executive Officer · 2.5%
7245109
SCHWARTZ, LAURIE, KAY
Executive Officer · 2.5%
1251947