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Patrick Sugrue

NSV II MANAGEMENT COMPANY, LLC·RADNOR, Pennsylvania
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RADNOR FINANCIAL CENTER, RADNOR, PA 19087CRD# 7531337Firm CRD# 160608
01

About

Patrick Sugrue is a registered financial advisor based in RADNOR, Pennsylvania, affiliated with NSV II MANAGEMENT COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
NSV II MANAGEMENT COMPANY, LLC
NEWSPRING CAPITAL
AUM
$3.1B
Regulatory assets under management
Employees
66
Total firm employees
View all advisors at NSV II MANAGEMENT COMPANY, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7531337
Firm CRD# 160608
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patrick Sugrue offer?
Patrick Sugrue specializes in Retirement Planning. Contact their office in RADNOR, Pennsylvania for a consultation.
What are Patrick Sugrue's credentials?
Patrick Sugrue is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Sugrue located?
Patrick Sugrue is based in RADNOR, Pennsylvania, working with NSV II MANAGEMENT COMPANY, LLC. Their office serves clients in the RADNOR metropolitan area and surrounding communities.
How does Patrick Sugrue charge for services?
Patrick Sugrue's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NSV II MANAGEMENT COMPANY, LLC?
NSV II MANAGEMENT COMPANY, LLC has approximately 66 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideWAYNE GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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