NEW VERNON INVESTMENT MANAGEMENT LLC

799 Central Ave
Suite 350
Highland Park, Illinois 60035
Tel: 847-926-5700

About NEW VERNON INVESTMENT MANAGEMENT LLC

NEW VERNON INVESTMENT MANAGEMENT LLC, formally registered with the SEC as NEW VERNON INVESTMENT MANAGEMENT LLC. The firm was established in 03/30/2012. They have over 1 offices throughout the country.

NEW VERNON INVESTMENT MANAGEMENT LLC is a Highland Park, Illinois based Financial Planning firm with nearly $108,862,462 assets under management, offering retirement planning & investment advisory services to 12 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	160247
SEC#	801-73602
Assets Managed by Firm	$108,862,462
No. of Clients	12
No. of Advisors	8

Fee Structure

A percentage of AUM
Fixed fees
Performance Based
Other (DISCRETIONARY BONUS)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (PROVISION OF HISTORICAL TRADING DATA)

Firm Client Information

	No. of Clients	AUM
Firm Total	12	$108,862,462
Corporations or other businesses	1	$9,104,065

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