New Vernon Investment Management LLC

New Vernon Investment Management LLC, based in Highland Park, Illinois, is a Delaware limited liability company specializing in discretionary investment advisory services. Established in 2010, it manages private investment funds and offers services to managed accounts. The firm, managed by Steven Shapiro, advises private investment funds with diverse strategies, including the Global Opportunities Funds and the Insurance Funds. NVIM charges asset-based management fees ranging from approximately 0.083% to 0.375% for the funds it manages. Performance-based fees are also applicable. The firm may charge management fees and/or performance fees for managed accounts based on negotiated terms. NVIM has approximately $116,901,694 of client assets under management as of December 31, 2024. The firm engages in various investment strategies, including trading in emerging markets, fixed-income investments, and equity securities. NVIM also discloses its brokerage practices, proxy voting policies, and financial information, ensuring transparency and compliance with regulatory requirements. Clients have the option to review NVIM's proxy voting policies and financial disclosures upon request.