Investment Adviser

Nestyield Etfs - Investment Advisers

Legal name: Nest Egg Etfs, LLC

Investment Adviser headquartered in Downey, California · Invest

About Nestyield Etfs

NestYield ETFs is an investment adviser headquartered in Downey, California, registered under the legal name Nest Egg Etfs, LLC. It is one of the investment advisers in California in this directory. The firm reports $517.32 million in regulatory assets under management and has three employees. The firm offers exchange-traded funds with income-focused, total return and other objectives. Its strategies rely in part on options, and the firm describes its approach as grounded in quantitative analysis and designed to balance growth and stability. Its materials note that the funds can lose value, including principal, and that derivatives can add further risk. NestYield ETFs was founded in 2024 by Manuel Ramos, who also founded Ramos Capital Group, an affiliate, in 2016. Wilmer Cordoba joined the firm as a portfolio manager in 2024. The firm is listed in the directory of US investment advisers.

Key Facts

Assets Under Management
$517.32M
Employees
3
SEC File Number
801-131316

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