Ninety One North America, Inc

CRD#167922
Investment Advisor Firm

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Learn more about Ninety One North America, Inc

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Ninety One North America, Inc is located at 65 East 55th Street, New York, NY. The firm employs 29 financial advisors to manage client portfolios and provide financial guidance. Ninety One North America, Inc is not a registered broker-dealer.

    The firm oversees $39.5 billion in assets under management across 1,567 accounts, all of which are discretionary. Services offered include portfolio management for investment companies, pooled investment vehicles, and institutional clients. The firm works with high net worth investors, investment companies, pooled investment vehicles, pension plans, state or municipal government entities, other investment advisers, insurance companies, corporations, and other types of investors. The largest client type by accounts is high net worth investors, with 1,490 high net worth clients. The fee structure includes asset-based and performance-based fees. The firm maintains an affiliation as a commodity pool advisor.

    Ninety One North America, Inc is registered in the states of Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Louisiana, Maryland, Massachusetts, Michigan, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Virginia, Wyoming, Washington, Texas, and New Hampshire.

    Assets Under Management

    $39.5 billion

    Number of Advisors

    29

    Disclosures

    No

    Office Location

    65 East 55Th Street
    New York, NY 10022

    Ninety One North America, Inc by the Numbers

    Total Assets Under Management

    $39.5 billion

    National Average: $8.6 billion
    Total Number of Employees

    68

    National Average: 64
    Total Number of Accounts

    1,567

    National Average: 375,227
    Average Account Size

    $25.2 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees for financial advice typically are based on the type of financial services offered. Fees charged by Ninety One North America, Inc can consist of some combination of the following fee structures: asset-based and performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company. The company is able to withdraw its charges directly from customer accounts.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The firm does business with a broad range of investors. The firm provides services to high net worth investors, investment companies, pooled investment vehicles, pension plans, state or municipal government entities, other investment advisers, insurance companies, corporations, and other. Out of its 1,567 clients, Ninety One North America, Inc's biggest client type by number of accounts is high net worth investors, but it also serves 1,490 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of at least $1.50 million or who is a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 95.33%
    • Other Individuals - 0%
    • Corporations - 4.67%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Ninety One North America, Inc does not have any disclosures.

    Please visit its Form ADV for more details.

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