Unclaimed Profile

Patrick Sugrue

NSV II MANAGEMENT COMPANY, LLC·RADNOR, Pennsylvania

Clean recordNSV II MANAGEMENT COMPANY, LLC

RADNOR FINANCIAL CENTER, RADNOR, PA 19087CRD# 7531337Firm CRD# 160608

Profile Verification

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

Identity

Patrick Sugrue · RADNOR, PA

Registration

CRD #7531337 · NSV II MANAGEMENT COMPANY, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

NSV II MANAGEMENT COMPANY, LLC

NEWSPRING CAPITAL

AUM

$3.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at NSV II MANAGEMENT COMPANY, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7531337

Firm CRD# 160608

View on FINRA BrokerCheck →

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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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