Přihlásit se Zaregistrujte se zdarma

The Nutmeg Group, LLC (Northbrook)


The Nutmeg Group, LLC is an adviser based in Northbrook. It manages $13.15 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2007.

Logo

The Nutmeg Group provides portfolio management for pooled investment vehicles. 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 Nutmeg Group: assets under management

The assets under management (AUM) of The Nutmeg Group, LLC is $13.15 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -39% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $13.15 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $939.27 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Nutmeg Group, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Northbrook

The principal office where The Nutmeg Group, LLC performs its advisory services is located at 155 N. Revere Dr., Ste. 10, Northbrook, IL 60062, 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 847-291-7711 or by fax 847-291-7733. The normal business hours are 8:30-5:00 on Monday - Friday. You can find more information about the New York firm at tngroupllc.com.


Registered investment advisers similar to The Nutmeg Group, LLC