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Building 2NEW VERNON INVESTMENT MANAGEMENT LLC

Map pinHIGHLAND PARK, IL
Phone847-926-5700
NotebookSEC #801-73602
Total AUM
$115.5M
Employees
8
Clients
13

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
799 CENTRAL AVE
SUITE 350
HIGHLAND PARK
IL 60035
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
847-926-5700

ReceiptFinancials

Total AUM
$115.5M
Accounts
11
Discretionary
$115.5M
Accounts
11
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
10
AUM
$113.1M
Investment Advisor Clients
2
AUM
$0
Corporation or Business Clients
1
AUM
$2.4M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio ManagementSecurities Ratings
Other Services
PROVISION OF HISTORICAL TRADING DATA
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
DISCRETIONARY BONUS

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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