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New Vernon Wealth Management LLC

● SEC registered since 2013CRD 164775SEC# 801-77619Highland Park, IL
Export (members)
Reg. AUM
$627.9M
Employees
8
Accounts
416
Location
Highland Park, IL

New Vernon Wealth Management LLC assets under management

New Vernon Wealth Management LLC is a registered investment adviser overseen by the SEC based in Highland Park, IL. The firm has been registered since 2013. It reports $627.9 million in regulatory assets under management and employs 8 people.
www.newvernonwealth.comView on SEC.gov ↗

New Vernon Wealth Management LLC owners & executives

9 reported
NameTitleOwnershipSince
Arshad Rafiq Zakaria ControlMember, Manager, Chairman Of BoardUnder 5%2020
Daniel Mark Shapiro ControlMember, Manager, Trustee Of Daniel Shapiro Gift Trust10-25%2013
Daniel Shapiro Gift Trust ControlMember - Trustee Is A Control Person10-25%2013
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Frequently asked questions

How much does New Vernon Wealth Management LLC manage?

New Vernon Wealth Management LLC reports $627.9 million in regulatory assets under management on its Form ADV.

How many employees does New Vernon Wealth Management LLC have?

New Vernon Wealth Management LLC reports 8 employees.

Where is New Vernon Wealth Management LLC located?

New Vernon Wealth Management LLC is based in Highland Park, IL and has been SEC-registered since 2013.

Does New Vernon Wealth Management LLC disclose fund performance?

New Vernon Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address799 Central Ave, Suite 350, Highland Park, IL 60035
Phone847-926-5700
Fax847-926-5702
Office hours8a.m.-5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$627.9M
Non-discretionary$0
Total (RAUM)$627.9M