William Blair New World Ventures LLC is a large advisory firm based in Evanston. It manages $77.27 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.
William Blair New World Ventures provides portfolio management for pooled investment vehicles and market timing services. 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 assets under management (AUM) of William Blair New World Ventures LLC is $77.27 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay William Blair New World Ventures 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.
The principal office where William Blair New World Ventures LLC performs its advisory services is located at 1603 Orrington Ave., Evanston, IL 60201, 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 847-328-0300 or by fax 847-328-8297. The normal business hours are 9:00am-6:00pm on Monday - Friday. You can find more information about the New York firm at www.newworldvc.com.