Nordea Investment Management North America, Inc. is a large advisory firm based in New York. It manages $2.59 billion of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001.
Nordea Investment Management North America provides portfolio management for investment companies and portfolio management for businesses and institutional clients. 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 Nordea Investment Management North America, Inc. is $2.59 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 600% 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 Nordea Investment Management North America, Inc. 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.
The only and largest group of clients of Henrik Mikael Von Knorring is investment companies with 1 clients and $442.97 million of assets under management. Among the 8 most similar advisory firms, Nordea Investment Management North America has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $442.97 million for 1 clients. None of the firm’s clients are foreign persons or businesses.
Nordea Investment Management North America doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Henrik Mikael Von Knorring has been acting as President since 1 Aug 2014. Marek Jan Ryden joined the executive team most recently as the Director.
The principal office where Nordea Investment Management North America, Inc. performs its advisory services is located at 1211 Avenue Of The Americas, New York, NY 10036, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-318-9300 or by fax 212-603-2859. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at nordea.com.