Newgen Asset Management Limited
Firm details
- Headquarters
- Toronto Ontario,
- CRD number
- 163822
- Registered since
- May 15, 2019
- Website
- newgenfunds.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles96.01%
- Investment Companies3.99%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Newgen Asset Management Limited is a hedge fund-style investment adviser registered with the SEC in 2019 and organized as a corporation with foreign ownership. The firm serves institutional clients and charges fee arrangements that include a percentage of assets under management and performance-based fees. Its advisory mandate emphasizes portfolio management for investment companies and pooled investment vehicles rather than one-off wealth advisory or pension consulting.
Assets & Accounts
Public Holdings
Investments & Alternatives
Private Funds
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Olga Gergin
CCO & CFOCRD 7061966
Contacts
3 of 3
Christopher Rowan
Partner, Portfolio ManagerCRD 7061963
Norman Chang
Partner and Portfolio ManagerCRD 7061970
David Dattels
Partner, Portfolio ManagerCRD 7061960
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Toronto Ontario, null
Location
Toronto Ontario, null
Headquartered in Toronto Ontario, null.
- Address
- Commerce Ct N Suite 2900
- Office locations
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