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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

NARDIS ADVISORS LLC

CRD 151517

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:deed1e9a-584e-e2a5-f629-b3899588359c

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 1
Observed: Oct 27, 2015 to Mar 26, 2026
19 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Nardis Advisors LLC

Intermediary · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.91 fund_share=0.0 institutional_share=0.09 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $183MItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $173M
Private client RAUM: $166MderivedItem 5.D individuals plus high net worth individuals
Private client share: 91%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $45.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 4
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 378
Individual clients: 74
High net worth clients: 79
SEC number: 801-106867
CRD: 151517
Filings on the tape: 19
First filed: Oct 27, 2015
Latest filed: Mar 26, 2026
Organised: Limited Liability Company, NY

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
NORMAN HAROLD CHAIT	Chartered Financial Analyst	ZICHRON YAAKOV	15	17	1	no
GAIL Raiman WIESENFELD	n/a	ZICHRON YAAKOV \| NEW ROCHELLE, NY	5	13	n/a	no
Shiran Bolganim	n/a	ZICHRON YAAKOV \| TEL AVIV	4	13	n/a	no
MICHAEL DAVID REED	n/a	ZICHRON YAAKOV \| WATERFORD, MI	4	15	6	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CHAIT, NORMAN, HAROLD	MANAGING PRINCIPAL /CHIEF COMPLIANCE OFFICER	E	yes	08/2009	Oct 27, 2015	Mar 19, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
TEL AVIV	n/a	Israel	2	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 2026	$183M	$173M	6	4	4	n/a	n/a
2024	Mar 25, 2025	$141M	$132M	5	4	4	n/a	n/a
2023	Mar 13, 2024	$126M	$119M	5	4	4	n/a	n/a
2022	Mar 9, 2023	$111M	$103M	5	4	4	n/a	n/a
2021	Mar 22, 2022	$134M	$125M	4	3	3	n/a	n/a
2020	Mar 25, 2021	$120M	$112M	4	3	0	n/a	n/a
2019	Mar 30, 2020	$97.7M	$90.7M	4	3	0	n/a	n/a
2018	Mar 24, 2019	$90.6M	$84.9M	3	2	0	n/a	n/a
2017	Mar 29, 2018	$104M	$98.0M	2	2	0	n/a	n/a
2016	Mar 28, 2017	$87.7M	$82.6M	3	3	n/a	n/a	n/a
2015	Mar 30, 2016	$79.4M	$77.3M	2	2	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$183M	$141M	30.1%	$111M	18.1%	6	5	4	4

Relationships

Registered with (4)

← MICHAEL DAVID REEDAdvisorregistration: current employment
Aug 17, 2022 to presentfactForm ADV
← Shiran BolganimAdvisorregistration: current employment
May 6, 2022 to presentfactForm ADV
← GAIL Raiman WIESENFELDAdvisorregistration: current employment
Aug 31, 2021 to presentfactForm ADV
← NORMAN HAROLD CHAITAdvisorregistration: current employment
Jun 24, 2011 to presentfactForm ADV

Controls (1)

← CHAIT, NORMAN, HAROLDOwnerMANAGING PRINCIPAL /CHIEF COMPLIANCE OFFICER, ownership code E, individual
Oct 27, 2015 to Mar 19, 2024factForm ADV

Dated events

Occurred
Oct 27, 2015
First Form ADV filing
Nardis Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:deed1e9a-584e-e2a5-f629-b3899588359c
First observed: Oct 27, 2015
Last observed: Mar 26, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

NARDIS ADVISORS LLC

CRD 151517

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:deed1e9a-584e-e2a5-f629-b3899588359c

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:30 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

NORMAN HAROLD CHAIT

Chartered Financial Analyst

ZICHRON YAAKOV

GAIL Raiman WIESENFELD

n/a

ZICHRON YAAKOV | NEW ROCHELLE, NY

n/a

Shiran Bolganim

n/a

ZICHRON YAAKOV | TEL AVIV

n/a

MICHAEL DAVID REED

n/a

ZICHRON YAAKOV | WATERFORD, MI

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CHAIT, NORMAN, HAROLD

MANAGING PRINCIPAL /CHIEF COMPLIANCE OFFICER

yes

08/2009

Oct 27, 2015

Mar 19, 2024

City

State

Country

Employees

Also broker-dealer

TEL AVIV

n/a

Israel

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$183M

$173M

n/a

2024

Mar 25, 2025

$141M

$132M

n/a

2023

Mar 13, 2024

$126M

$119M

n/a

2022

Mar 9, 2023

$111M

$103M

n/a

2021

Mar 22, 2022

$134M

$125M

n/a

2020

Mar 25, 2021

$120M

$112M

n/a

2019

Mar 30, 2020

$97.7M

$90.7M

n/a

2018

Mar 24, 2019

$90.6M

$84.9M

n/a

2017

Mar 29, 2018

$104M

$98.0M

n/a

2016

Mar 28, 2017

$87.7M

$82.6M

n/a

2015

Mar 30, 2016

$79.4M

$77.3M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$183M

$141M

30.1%

$111M

18.1%