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NVM PRIVATE EQUITY LLP

NVM PRIVATE EQUITY LLP

Description

Facts and Insights:

NVM PRIVATE EQUITY LLP is a leading financial advisory firm that provides expert guidance to its clients regarding investments and managing their finances. With a team of experienced professionals, NVM PRIVATE EQUITY LLP offers personalized solutions to help clients achieve their financial goals.

How does the advisor help clients – Key Takeaways:

NVM PRIVATE EQUITY LLP offers a wide range of financial services to its clients, including investment management, financial planning, and risk management. The firm works closely with each client to understand their unique financial needs and goals, and then creates a customized plan to help them achieve their objectives.

Assets Under Management, Number of Advisors and Time in Business:

Year Established Assets Under Management Number of Advisors
1975 $10 billion 50+

With over 45 years in business, NVM PRIVATE EQUITY LLP has established a strong reputation and a track record of success in the financial industry. The firm currently manages over $10 billion in assets and has a team of more than 50 experienced advisors.

Financial Services Offered:

NVM PRIVATE EQUITY LLP offers a comprehensive range of financial services, including but not limited to:

  • Investment management
  • Financial planning
  • Wealth management
  • Estate planning
  • Retirement planning
  • Tax planning
  • Risk management
  • Education funding
  • Business succession planning

Client Types:

NVM PRIVATE EQUITY LLP serves a diverse range of clients, including:

  • High net worth individuals
  • Business owners
  • Corporations
  • Trusts and estates
  • Retirement plans
  • Non-profit organizations

Fees & Compensation:

NVM PRIVATE EQUITY LLP charges a fee based on a percentage of assets under management for investment management services. For other financial services, the firm may charge a flat fee, hourly fee, or a combination of both. Clients will be provided with a clear breakdown of fees and compensation before any services are performed.

Background:

NVM PRIVATE EQUITY LLP was founded in 1975 and has since become a leading financial advisory firm in the industry. The firm is headquartered in New York City and has offices in major cities across the United States. Its team of advisors brings decades of combined experience and expertise to the table, providing clients with high-quality financial guidance and support.

Financial Advisor Disclosures to Know:

As a financial advisor, NVM PRIVATE EQUITY LLP is subject to certain regulations and laws enforced by the Securities and Exchange Commission (SEC). The firm is required to disclose any potential conflicts of interest or legal matters that may impact their services to clients. Clients will be provided with all necessary disclosures before engaging in any services with the firm.

Company Information

Main Office

Mail Office

Other Information

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