RIA Intel›Advisers›New York›NN INVESTMENT PARTNERS NORTH AMERICA LLC

NN INVESTMENT PARTNERS NORTH AMERICA LLC

Advisory

N·NEW YORK, NY

Data as of Jul 24, 2023 · Source: SEC Form ADV

Total AUM

$7.0B

1-Year AUM Growth

+47.5%

3-Year CAGR

+48.3%

Employees

10

Assets Under Management

Total AUM$7.0B

Discretionary AUM$3.8B

Non-Discretionary AUM$3.2B

Discretionary %54.5%

Total Clients—

Team

Total Employees10

Investment Advisers11

Employee Growth (1Y)—

Filing History

Total Filings on Record31

First FilingMar 28, 2013

Latest FilingJul 24, 2023

🔒 Full AUM trend chart and 31 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on NN INVESTMENT PARTNERS NORTH AMERICA LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.