Nvest Funds Management LP is a large advisory firm based in Boston. It manages $4.58 billion of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2001.
Nvest Funds Management provides portfolio management for investment companies and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Nvest Funds Management LP is $4.58 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Nvest Funds Management LP for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John Thomas Hailer has been acting as President since 1 Apr 2000. Government Of France joined the executive team most recently as the Supervisor.
The principal office where Nvest Funds Management LP performs its advisory services is located at 399 Boylston Street, Boston, MA 02116, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 617-449-2828 or by fax 617-369-9645. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.nvestfunds.com.