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Building 2NEW VERNON CAPITAL

Map pinMORRISTOWN, NJ
Phone201-793-0570
NotebookSEC #801-73445
Total AUM
$902.1M
Employees
14
Clients
46

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
62 ELM STREET
MORRISTOWN
NJ 07960
United States
Operating Hours
9:00-5:30
Monday - Friday
Phone
201-793-0570
Other Offices
1

ReceiptFinancials

Total AUM
$902.1M
Accounts
47
Discretionary
$902.1M
Accounts
47
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
32
AUM
$50.1M
Pooled Vehicle Clients
12
AUM
$850.5M
Pension/Profit Sharing Plan Clients
1
AUM
$422.1K
Charitable Organization Clients
1
AUM
$1.1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NJ

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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