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NEWGEN ASSET MANAGEMENT LIMITED

TORONTO, ONTARIO, Canada · CRD 163822 · IAPD ↗ · 416-941-9111

$774.8MRegulatory AUM
8Advisory reps
13Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

18
June 2024 — NEWGEN ASSET MANAGEMENT LIMITED reported RAUM down 33% ($781.0M -> $522.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.