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NINETY ONE NORTH AMERICA, INC.
CRD 167922 · SEC 801-80153
65 EAST 55TH STREET, 30TH FLOOR, NEW YORK, NY, 10022, United States
Phone
1 917 206 5188
Fax
1 917 206 5155
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$38.74B
Discretionary AUM
$38.74B
Team
67 total employees; 37 advisory reps; 6 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2025-06-26
Disciplinary history
No
Services
Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1942 | $318.4M |
| Investment companies | 7 | $1.32B |
| Pooled investment vehicles | 36 | $20.92B |
| Pension/profit sharing plans | 15 | $4.01B |
| Charitable organizations | 2 | $105.0M |
| State/municipal entities | 5 | $2.63B |
| Other investment advisers | 11 | $6.09B |
| Insurance companies | 2 | $465.5M |
| Corporations/business entities | 1 | $10.2M |
States served
AL, AZ, CA, CO, DE, DC, GA, IN, LA, MD, MA, MI, MN, MS, NE, NV, NJ, NM, NY, NC, OH, PA, SC, TN, VA, WA, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD