RIA · CRD 158964SEC-Registered

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NOVEM GROUP

NOVEM GROUP is an SEC-registered investment adviser in ROCHESTER, NY, registered since 2011. The firm manages $1.7 billion in assets, with $1.5 billion on a...

NOVEM GROUP logo

NOVEM GROUP

NOVEM GROUP is an SEC-registered investment adviser in ROCHESTER, NY, registered since 2011. The firm manages $1.7 billion in assets, with $1.5 billion on a discretionary basis. It has 52 employees and 50 investment advisers.

General information

Firm type

RIA

Frequently asked questions

How does NOVEM GROUP source proprietary deal flow?

NOVEM GROUP sources opportunities through a combination of direct real estate networks in Switzerland and Luxembourg, co-investment relationships with other family offices, and partnerships with private equity firms operating in Western Europe. The firm does not disclose specific sourcing mechanisms.

Does NOVEM GROUP participate in fund commitments or only direct deals?

NOVEM GROUP participates in both fund commitments and direct investments. Public records indicate a flexible allocation strategy that includes private equity funds and direct real estate ownership, though specific fund names and direct deal sizes are not disclosed.

Which sectors does NOVEM GROUP explicitly avoid?

NOVEM GROUP does not publicly disclose any exclusionary criteria. The firm's known investments span real estate and private equity, but its negative investment screens are not part of the public record.

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