Ninety One North America, Inc.

RIASEC RegisteredEst. 2014
Total AUM
$41.5B
Discretionary
$41.5B
100% of AUM
Avg account
$18.1M
Accounts
2,290
Employees
68
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
167922
Registered since
August 5, 2014
Website
ninetyone.com
Custodians
STATE STREET BANK AND TRUST COMPANY, CITI PRIVATE BANK
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles53.81%
  • Other Investment Advisers15.24%
  • Pension & Profit Sharing Plans12.76%
  • Other10%
  • Investment Companies3.31%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Ninety One North America, Inc. is a corporate-structured investment adviser operating as a hedge-fund style manager with both individual/family and institutional clients. The firm is set up to charge asset-based fees and performance fees and engages in commodity/managed-futures style activities as a registered CPO/CTA. Its advisory mandate includes portfolio management for investment companies, pooled investment vehicles and for businesses or other institutions. The adviser does not self-identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 77%, Sovereign Bonds 16%, Cash & Cash Equivalents 3%, Non-Investment Grade Corp Bonds 2%, Investment Grade Corp Bonds 1%, Derivatives 1%77%
  • Exchange Traded Equities77%
  • Sovereign Bonds16%
  • Cash & Cash Equivalents3%
  • Non-Investment Grade Corp Bonds2%
  • Investment Grade Corp Bonds1%

Owners & executives

3 of 3
  • John Mcnab

    John Mcnab

    Co-Chief Investment OfficerCRD 5704827

  • Dana Troetel

    Dana Troetel

    Chief Compliance OfficerCRD 6373544

  • John Green

    John Green

    Chief Commercial OfficerCRD 6026378

Contacts

3 of 3
  • Amina Rasool

    Amina Rasool

    SecretaryCRD 7767681

  • Sangeeth Sewnath

    Managing DirectorCRD 7989399

  • Bradley George

    Bradley George

    Investment DirectorCRD 6732747

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 4

Active vs passive

$36M in ETFs

Passive

100%

$36M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI INDIA ETF (INDA)BlackRockPassiveIndia Equity$33.7M682,58093.73%
Unlock additional holdings →

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
65 E 55th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

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