Unclaimed Profile

Thomas Harold Patrick

NEW VERNON ADVISERS LP·MORRISTOWN, New Jersey

Clean recordNEW VERNON ADVISERS LP

62 ELM STREET, MORRISTOWN, NJ 07960CRD# 601671Firm CRD# 160231

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Thomas Harold Patrick · MORRISTOWN, NJ

Registration

CRD #601671 · NEW VERNON ADVISERS LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Thomas Harold Patrick is a registered financial advisor based in MORRISTOWN, New Jersey, affiliated with NEW VERNON ADVISERS LP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

NEW VERNON ADVISERS LP

NEW VERNON CAPITAL

AUM

$862M

Regulatory assets under management

Employees

Total firm employees

View all advisors at NEW VERNON ADVISERS LP →

Services

Portfolio management (individuals)

Pension consulting

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 601671

Firm CRD# 160231

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Thomas Harold Patrick offer?

Thomas Harold Patrick specializes in Investment Management, Retirement Planning. Contact their office in MORRISTOWN, New Jersey for a consultation.

What are Thomas Harold Patrick's credentials?

Thomas Harold Patrick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Harold Patrick located?

Thomas Harold Patrick is based in MORRISTOWN, New Jersey, working with NEW VERNON ADVISERS LP. Their office serves clients in the MORRISTOWN metropolitan area and surrounding communities.

How does Thomas Harold Patrick charge for services?

Thomas Harold Patrick's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NEW VERNON ADVISERS LP?

NEW VERNON ADVISERS LP has approximately 15 employees and manages $862M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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