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Member, Manager · New Vernon Wealth Management LLC

Mansoor R. Zakaria

CRD 1235392 · Named on Form ADV at one SEC-registered adviser

At a glance

New Vernon Wealth Management LLC, an SEC-registered wealth manager based in Highland Park, IL with $781 million in regulatory assets, lists Mansoor R. Zakaria on its Form ADV as Member, Manager, a control person.

Firms and roles

AtlasMembers

Mansoor’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Daniel M. ShapiroMember, Manager, Trustee of Daniel Shapiro Gift Trust, New Vernon Wealth Management LLC
  • Steven A. ShapiroMember, Manager, Chief Investment Officer, Trustee Steven Shapiro Gift Trust, New Vernon Wealth Management LLC
  • Gary A. JustChief Financial Officer, Chief Compliance Officer, New Vernon Wealth Management LLC
  • Arshad R. ZakariaMember, Manager, Chairman of Board, New Vernon Wealth Management LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mansoor’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.