Sst Benefits Consulting & Insurance Services, Inc. (El Dorado Hills)


Sst Benefits Consulting & Insurance Services, Inc. is a large advisory firm based in El Dorado Hills. It manages $3.26 billion of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of California.

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Sst Benefits Consulting & Insurance Services provides pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sst Benefits Consulting & Insurance Services: assets under management

The assets under management (AUM) of Sst Benefits Consulting & Insurance Services, Inc. is $3.26 billion. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in investment and business development companies the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sst Benefits Consulting & Insurance Services, Inc. for their services and products based on hourly charges and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Nicholas Dominic Dellavedova serves?

The only and largest group of clients of Nicholas Dominic Dellavedova is state or municipal government entities with 13 clients and $3.26 billion of assets under management. Among the 11 most similar advisory firms, Sst Benefits Consulting & Insurance Services has the highest percentage of state or municipal government entities out of all clients.


The amount of regulatory assets under management is $3.26 billion for 13 clients. None of the firm’s clients are foreign persons or businesses.

Sst Benefits Consulting & Insurance Services doesn't advise any private funds.

Careers at Sst Benefits Consulting & Insurance Services, Inc.

The company employs 6 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Nicholas Dominic Dellavedova has been acting as President since 1 Sep 2016. Jeffrey Scott Elvander has served as the Chief Investment Officer since 1 Sep 2016. Llc Nfp Ultimate Holdings joined the executive team most recently as the Owner.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
William Jerald Tugaw Chief compliance officer 1 Sep 2016 Other 1158000
Vincent Joseph Giovinazzo Ceo 1 Sep 2016 Other 1645246
Nicholas Dominic Dellavedova President 1 Sep 2016 Other 2884873
Jami Ann Chapman Coo 1 Sep 2016 Other 4082795
Veronica Diane Lee Sr vice president 1 Sep 2016 Other 3108984
Jeffrey Scott Elvander Chief investment officer 1 Sep 2016 Other 4898447
Joel Barry Shapiro Sr vice president of erisa compliance 1 Sep 2016 Other 5104448
Nfp Corp. Shareholder 1 Sep 2016 75% - 100% 13-4029115
Brett Ronald Schneider Director 1 Sep 2016 Other 5636953
Lori Michell Lieser Vice president 1 Sep 2016 Other 2131475

Indirect Owners

The SEC currently registers 7 indirect owners.

Name Entity Date acquired Ownership Employer ID
L.P. Madison Dearborn Capital Partners Vi A Owner 1 Jul 2013 25% - 50% 26-1274415
L.P. Madison Dearborn Partners Vi A&C General partner 1 Jul 2013 Other 26-1267403
Madison Dearborn Partners General partner 1 Jul 2013 Other 157349
Nfp Intermediate Holdings B. Corp Owner 1 Jul 2013 75% - 100% 46-2704384
Nfp Holdings Llc Owner 1 Jul 2013 75% - 100% 30-0781325
Nfp Parent Co. Llc Owner 1 Oct 2014 75% - 100% 47-1953275
Llc Nfp Ultimate Holdings Owner 1 Feb 2017 75% - 100% 81-5114348

Based in El Dorado Hills

The principal office where Sst Benefits Consulting & Insurance Services, Inc. performs its advisory services is located at 4364 Town Center Blvd., El Dorado Hills, CA 95762, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 916-270-2020 or by fax 949-460-9893. The normal business hours are 9:00 - 4:00 on Monday - Friday. You can find more information about the New York firm at sstbenefits.com.