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Overview Share
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Highland Park, Illinois
$104.2 million AUM
1 office

New Vernon Investment Management LLC is based in Highland Park, Illinois and has $104.2 million in assets under management.

Location
799 Central Avenue
Suite 350
Highland Park, IL 60035
$104.2 million
AUM
12
Employees
AUM Share
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$104,190,759
Assets under management
13 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Pooled investment vehicles 11 $83,381,031 80% $7,580,094
Insurance companies 1 $8,858,163 9% $8,858,163
Other corporations or businesses 1 $11,951,565 11% $11,951,565
Employees Share
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12
Employees
6
Investment analysts
50% of total employees
AUM per employee Share
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$104,190,759
Assets under management
$8,682,563
AUM per employee
$17,365,126
AUM per investment analyst
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Compensation

New Vernon Investment Management LLC makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
  • Performance-based fees
  • Discretionary bonus
Services offered

New Vernon Investment Management LLC provides the following services:

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Provision of historical trading data
Business activities
  • Commodity pool operator or commodity trading advisor
Firm data Share
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CRD number 160,247
SEC number 801-73602
Legal structure Limited Liability Company
Legal governance Delaware, United States
Latest ADV filing date May 01, 2020

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