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Nathan Shapiro

NEW VERNON INVESTMENT MANAGEMENT LLC·HIGHLAND PARK, Illinois
Unclaimed Profile
799 CENTRAL AVE, HIGHLAND PARK, IL 60035CRD# 420097Firm CRD# 160247
01

About

Nathan Shapiro is a registered financial advisor based in HIGHLAND PARK, Illinois, affiliated with NEW VERNON INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
NEW VERNON INVESTMENT MANAGEMENT LLC
NEW VERNON INVESTMENT MANAGEMENT LLC
AUM
$109M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at NEW VERNON INVESTMENT MANAGEMENT LLC →
Services
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: DISCRETIONARY BONUS
Regulatory
SEC/IARD CRD# 420097
Firm CRD# 160247
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nathan Shapiro offer?
Nathan Shapiro specializes in Retirement Planning, Wealth Management. Contact their office in HIGHLAND PARK, Illinois for a consultation.
What are Nathan Shapiro's credentials?
Nathan Shapiro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nathan Shapiro located?
Nathan Shapiro is based in HIGHLAND PARK, Illinois, working with NEW VERNON INVESTMENT MANAGEMENT LLC. Their office serves clients in the HIGHLAND PARK metropolitan area and surrounding communities.
How does Nathan Shapiro charge for services?
Nathan Shapiro's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: discretionary bonus. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEW VERNON INVESTMENT MANAGEMENT LLC?
NEW VERNON INVESTMENT MANAGEMENT LLC has approximately 8 employees and manages $109M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HIGHLAND PARK
Jonathan Ari Shapiro — CHICAGO CAPITAL PARTNERS MANAGEMENT, LLCMarc Stuart Brenner — CHICAGO CAPITAL PARTNERS MANAGEMENT, LLCStephen Jay Malkin — WAVELAND INVESTMENTS, LLCRyan Vincent Litfin — EAST WEST GLOBAL, LLCMitchell Armin Kovitz — CHICAGO CAPITAL PARTNERS MANAGEMENT, LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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