Nord Associates Llc
State-registered
Private Fund Manager · Boutique (under $100M)
CRD 325126
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· www.nordassociates.com
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ADV data as of Jul 23, 2026
- Regulatory AUM
- $49.8M
- Discretionary
- $49.8M
- Clients
- 5
- Avg AUM / client
- $10.0M
- Accounts
- 5
- Employees
- 1
AUM over time
$27.8M
$49.8M
Jul 10, 2026
Jul 23, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 5 | $49.8M | 100.0% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Leif Charles Gunderson | Registered representative | CFA | Sep 2023 (3y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/10/2026 | 1.72 MB | 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
- • Other fees
- • CONSULTING FEES & MANAGMENT FEE BASED ON PERCENTAGE OF CAPITAL
Services
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Firm reports having 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: Jul 23, 2026.
View current Form ADV (SEC/IAPD) ↗