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NEW VERNON INVESTMENT MANAGEMENT LLC
CRD 160247File 801-73602
APPROVED
Custody
Filing as of Apr 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$115.5M
Bottom 25% of cohort (national)
Discretionary AUM
$115.5M
Clients
13
11 accounts
Employees
8
Bottom 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 30, 2012
- Principal office
- 799 CENTRAL AVE, SUITE 350, HIGHLAND PARK, IL, 60035
- Phone
- 847-926-5700
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $115.5M
- Discretionary AUM
- $115.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 11
- Non-discretionary accounts
- 0
- Total accounts
- 11
- AUM per client
- $8.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $2.4M |
| Other investment advisers | 2 | $0 |
| Pooled investment vehicles | 10 | $113.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — DISCRETIONARY BONUS
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Securities recommendations
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.