Nebrodi Partners, Llc
- Regulatory AUM
- $1.5B
- Discretionary
- $1.2B
- Clients
- 2
- Avg AUM / client
- $740M
- Accounts
- 2
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 1 | $297M | 20.1% |
| Insurance companies | 1 | $1.2B | 79.9% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Retirement Plan For Employees Of Aetna Inc. Aetna Inc. | 2024 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cafarella, Erik, Ronald | Member | Nov 2014 (12y) | 25% – 50% | |
| Davis, Robert, William | Managing Member | Nov 2014 (12y) | 25% – 50% | |
| Vartelas, Allan, Jeremiah | Managing Member | Nov 2014 (12y) | 25% – 50% | |
| Gagnon, James, Francis | Chief Compliance Officer / Senior Vice President | Feb 2017 (10y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Retirement Plan For Employees Of Aetna Inc. | Aetna Inc. | 9,117 | $5.2B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 855 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗