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CRD 287811
BOSTON, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| SUSAN ELIZABETH DAHL | n/a | BOSTON, MA | 9 | 38 | 1 | no |
| ELIZABETH Wang Darling | n/a | BOSTON, MA | 8 | 19 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| DAHL, SUSAN, ELIZABETH | MANAGING MEMBER | E | yes | 03/2017 | Mar 1, 2017 | Dec 4, 2024 |
| DAHL, SUSAN, ELIZABETH | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | Na | yes | 03/2017 | Mar 1, 2017 | Dec 4, 2024 |
| THE NEXUS GROUP, LLC | HOLDING COMPANY | E | yes | 03/2017 | Mar 16, 2017 | Dec 4, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Bristol | Ri | United States | 3 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 16, 2026 | $174M | $139M | 4 | 3 | 0 | n/a | n/a |
| 2024 | Apr 29, 2025 | $152M | $126M | 4 | 3 | 1 | n/a | n/a |
| 2023 | Mar 13, 2024 | $138M | $110M | 5 | 3 | 1 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 1 | -1 | 50.0% | 0 | 0 | 0 | 0 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $174M | $152M | 14.6% | n/a | n/a | 4 | 4 | 0 | 1 |