General Re New England Asset Management Inc (Farmington)

General Re New England Asset Management Inc is a large advisory firm based in Farmington. It manages $77.99 billion of regulatory assets for 604 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Pennsylvania, and Texas.

General Re New England Asset Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

General Re New England Asset Management: assets under management

The assets under management (AUM) of General Re New England Asset Management Inc is $77.99 billion. The firm's AUM has grown by 699% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $63.14 billion in discretionary accounts and $14.85 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $133.2 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $114.26 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay General Re New England Asset Management Inc for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. 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.

Careers at General Re New England Asset Management Inc

Gerard Thomas Lynch has been acting as President since 1 Aug 1984. John Ross Gilbert has served as the Chief Investment Officer since 1 Jul 2001. Vincent J Delucia joined the executive team most recently as the Chief Investment Officer (6/2015).

Direct owners and executive officers

Indirect Owners

The SEC currently registers 1 indirect owner.

Based in Farmington

The principal office where General Re New England Asset Management Inc performs its advisory services is located at 74 Batterson Park Rd., Farmington, CT 06032, which is also the mailing address of the firm. An additional office of the firm is in Rancho Santa Fe, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 860-676-8722 or by fax 860-676-8712. The normal business hours are 8:00am to 5:30pm on Monday - Friday. You can find more information about the New York firm at grneam.com.

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