Chad Michael Nelson
Chief Executive Officer at Invenire Capital LLC
Profile
Mr. Chad M.
Nelson, CFA MBA, is a Portfolio Manager & Managing Partner at Invenire Capital LLC, a Managing Partner at Invenire Partners LP and a Member at The New York Society of Security Analysts, Inc. He has been providing capital markets advice to micro cap companies for over 20 years, has public company Board of Director experience.
Mr. Nelson began his career in 1995 in the Asset Management division of Lazard Limited, both London and New York offices, a leading financial advisory and asset management firm that advises on mergers, acquisitions, restructuring, capital structure and strategy.
In 1999, he joined the institutional boutique firm of Thomson Horstmann & Bryant, Inc where he spent two years as a research analyst prior to his elevation to Director of Research and Lead Portfolio Manager of a pioneer institutional strategy, Micro Cap active management.
He received a Bachelor of Science in Finance (1993, Summa Cum Laude, minor in Economics) from Northwest Missouri State University and he also holds Master of Business Administration from the University of Missouri-Kansas City (1994).
He is a CFA charterholder and a member of the New York Society of Securities Analysts.
Chad Michael Nelson active positions
| Companies | Position | Start |
|---|---|---|
Invenire Capital LLC
 Invenire Capital LLC Investment ManagersFinance Invenire Capital LLC is an independent hedge fund manager headquartered in Ridgefield, Connecticut. The firm was founded by Chad M. Nelson in 2017. Invenire Capital manages and administers the business and affairs of Invenire Partners, LP and invests its funds. Their partnership is only available to Accredited Investors and Qualified Purchasers. | Chief Executive Officer | 2016-12-31 |
The New York Society of Security Analysts, Inc.
 The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Invenire Partners LP
 Invenire Partners LP Investment Trusts/Mutual FundsMiscellaneous Invenire Partners LP is a hedge fund based in Ridgefield, CT. The private company functions as a hedge fund. | Portfolio Manager-Equities | - |
Former positions of Chad Michael Nelson
| Companies | Position | End |
|---|---|---|
| SITO MOBILE, LTD. | Director/Board Member | 2020-03-17 |
Lazard Asset Management LLC
 Lazard Asset Management LLC Investment ManagersFinance Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard Ltd. (NYSE: LAZ). LAM provides investment advisory services to a variety of clients. | Analyst-Equity | - |
Thomson, Horstmann & Bryant, Inc.
 Thomson, Horstmann & Bryant, Inc. Investment ManagersFinance Thomson, Horstmann & Bryant, Inc. (THB) is an independent investment management firm headquartered in Norwalk, Connecticut. The firm was founded by Al J. Thomson, Richard Horstmann and Bill Bryant in 1982. They are wholly-owned by Victory Capital Holdings, Inc. (NASDAQ: VCTR), which is owned by Crestview LLC. THB manages stable, diversified, niche equity strategies for their corporate, endowment, and high net-worth investors. | Portfolio Manager-Equities | - |
Training of Chad Michael Nelson
| Northwest Missouri State University | Undergraduate Degree |
| University of Missouri | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| SITO MOBILE, LTD. | Commercial Services |
| Private companies | 5 |
|---|---|
Thomson, Horstmann & Bryant, Inc.
Thomson, Horstmann & Bryant, Inc. Investment ManagersFinance Thomson, Horstmann & Bryant, Inc. (THB) is an independent investment management firm headquartered in Norwalk, Connecticut. The firm was founded by Al J. Thomson, Richard Horstmann and Bill Bryant in 1982. They are wholly-owned by Victory Capital Holdings, Inc. (NASDAQ: VCTR), which is owned by Crestview LLC. THB manages stable, diversified, niche equity strategies for their corporate, endowment, and high net-worth investors. | Finance |
Lazard Asset Management LLC
Lazard Asset Management LLC Investment ManagersFinance Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard Ltd. (NYSE: LAZ). LAM provides investment advisory services to a variety of clients. | Finance |
Invenire Capital LLC
Invenire Capital LLC Investment ManagersFinance Invenire Capital LLC is an independent hedge fund manager headquartered in Ridgefield, Connecticut. The firm was founded by Chad M. Nelson in 2017. Invenire Capital manages and administers the business and affairs of Invenire Partners, LP and invests its funds. Their partnership is only available to Accredited Investors and Qualified Purchasers. | Finance |
The New York Society of Security Analysts, Inc.
The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Commercial Services |
Invenire Partners LP
Invenire Partners LP Investment Trusts/Mutual FundsMiscellaneous Invenire Partners LP is a hedge fund based in Ridgefield, CT. The private company functions as a hedge fund. | Miscellaneous |
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