CRD: 164775
NEW Vernon Wealth Management LLC
$781.0M Total AUM
$781.0M Disc. AUM
21.9% 3Y CAGR
8 Employees
187 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail
- Platforms
- Element wave
- Established Date
- 01-01-2013
- Office Locations
- 1
Office Locations
799 Central AVE Suite 350 Highland Park IL
About NEW Vernon Wealth Management LLC
New Vernon Wealth Management is a fee-only investment manager with roots dating to 1972, serving high-net-worth individuals and families with personalized portfolio management and advice focused on preserving and growing wealth. The firm emphasizes long-term, multi-generational relationships and manages largely ETF-based portfolios, with custody reported at Pershing.
Team overview
56 AVG AGE
$156.2M AVG AUM / ADVISOR
$4.2M AVG AUM / CLIENT
11.9 yrs AVG TENURE
8 Employees
5 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Wave Alpha north
Client Personas
Summit
Investment Themes
Prime Quantum
Investment Vehicles
Eagle momentum
Services
North Matrix legacy Crest crest Alpha focus
Technology
Fusion
Owner & Executives
MANSOOR RAFIQ ZAKARIA
Investment Advisor, Manager
- CRD
- --
- Ownership
- 25% but less than 50%
(720) 667-2190
timber.beacon@ridgecapital.com
in linkedin.com/in/insight-fusion
D
DANIEL MARK SHAPIRO
Investment Advisor, Manager
- CRD
- #1989147
- Ownership
- 10% but less than 25%
(968) 212-6678
harbor.radial@vitalcapital.com
in linkedin.com/in/timber-bridge
A
Atlas pioneer
Oak prime zenith
- CRD
- #69665
- Ownership
- 15.8%
(610) 277-7911
pathway.beacon@alphacapital.com
in linkedin.com/in/ridge-pioneer
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $781,005,254 | $1,762,992 |
| Non-Discretionary | $0 | -- |
| Total | $781,005,254 | $1,762,992 |
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Separately Managed Accounts
Total SMA Asset: $781,005,254
Equity - Exchange:
8.3% Cash:
35.7% Corporate - Investment Grade:
34.9% U.S. Government/Agency:
21.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $419,814,667 | 8.3% |
| Cash | $1,805,708,868 | 35.7% |
| Corporate - Investment Grade | $1,765,244,804 | 34.9% |
| U.S. Government/Agency | $1,067,239,695 | 21.1% |
| Total | $5,058,008,034 | 100.0% |