Nuance Investments
advisor9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5Rank #2475 of mapped providers
Assets under administration$15.4B0.0%Market share · rank #874
Fees received$1MMedian $175,667/planSum across Schedule C direct + indirect
Net wins YoY+02 won · 2 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Nuance Investments plan look like?
Service mix · median fees per plan
Count of plans where Nuance Investments ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by planCode 28 | 2 | $342,654 | |
Investment management fees paid directly by planCode 51 | 2 | $165,256 | |
Direct payment from the plan; Investment advisory (plan)Code 27 | 1 | $109,713 |
Competitor overlap
Percent of Nuance Investments's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Nuance Investments.
| Sponsor | From | Assets |
|---|---|---|
OGE ENERGY CORP.OK · 731481638-001 | Fidelity Investments | $281M |
Plans lost in 2024
Appeared last year under Nuance Investments; not this year.
| Sponsor | To | Assets |
|---|---|---|
TRUSTEES OF CARPENTERS BENEFIT PLANS OF ST. LOUISMO · 431622970-001 | ProLoan Bond Fund, LLC | $3.3B |
DONSCO, INC.PA · 231744584-002 | Baltimore Family Office LLC | $11M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
DESERET MUTUAL BENEFIT ADMINISTRATORSUT · 870440163-001 | $7.1B | 32,235 | $183,668 | 5y | - |
BOARD OF TRUSTEES-NEW YORK STATE NURSES ASSOCIATION PENSION PLANNY · 136604799-001 | $5.9B | 46,491 | $509,640 | 6y | - |
CONSTRUCTION LABORERS PENSION TRUST OF GREATER ST. LOUIS TRUSTEESMO · 436142465-001 | $1.2B | 8,261 | $146,843 | 6y | - |
CONSTRUCTION INDUSTRY LABORERS PENSION FUNDMO · 436060737-001 | $1.1B | 14,224 | $175,667 | 1y | - |
OGE ENERGY CORP.OK · 731481638-001 | $281M | 2,314 | $109,713 | 1y | - |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (9)
Raw Schedule C names collapsed into Nuance Investments.
- FRASIER DEAN & HOWARD PLLC
- FRASIER DEAN & HOWARD, PLLC
- FRASIER DEAN AND HOWARD PLLC
- FRASIER, DEAN AND HOWARD PLLC
- FRASIER, DEAN. & HOWARD, PLLC
- NUANCE
- NUANCE INVESTMENTS
- NUANCE INVESTMENTS LLC
- NUANCE INVESTMENTS, LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Nuance Investments's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Nuance Investments. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Nuance Investments's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| ALSTON & BIRD LLP | 1 | 20.0% |
| Arnold Newbold Sollars & Hollins PC | 1 | 20.0% |
| Cohen Weiss & Simon LLP | 1 | 20.0% |
| Covington & Burling LLP | 1 | 20.0% |
| Ham Langston & Brezina LLP | 1 | 20.0% |
| Hammond & Shinners PC | 1 | 20.0% |
| Kirton McConkie | 1 | 20.0% |
| Proskauer Rose LLP | 1 | 20.0% |
| Troutman Pepper | 1 | 20.0% |