General Re New England Asset Management Inc (Farmington)

Name: General Re New England Asset Management Inc
Address: 74 Batterson Park Rd., Farmington, CT, 06032
Telephone: 860-676-8722

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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. 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

Name	Entity	Date acquired	Ownership	Employer ID
Gerard Thomas Lynch	President	1 Aug 1984	Other	315064
Daniel Shane	Vice president/director	1 Apr 1986	Other	2671683
Daniel Christopher Shane	Vice president/director	1 Apr 1986	Other	2671683
General Re Corporation	Shareholder	1 Aug 1995	75% - 100%	06-1026471
Elizabeth Abb Monrad	Treasurer	1 Aug 1995	Other	3212249
Christopher Robert Bello	Secretary	1 Apr 1998	Other	4347363
Berkshire Hathaway Inc.	Shareholder	1 Dec 1998	75% - 100%	47-0813844
Richard Gerard Mccarty	Assistant secretary	1 Aug 2000	Other	4347370
John Ross Gilbert	Chief investment officer	1 Jul 2001	Other	4652753
Rajashree Bhasker	Treasurer/second vp	1 Feb 2002	Other	4509691
Jennifer Farnham Howson Radtke	Financial dept. manager (7/2002) financial reporting manager (8/2013)	1 Jul 2002	Other	6042611
Richard Edward Murphy	Secretary	1 Feb 2003	Other	3213994
Karen Joy Morais	Chief compliance officer (10/2004)/assistant secretary (09/2010)	1 Oct 2004	Other	1444534
Christopher Robert Bello	Secretary	1 Oct 2004	Other	4876756
Ryan M. Opria	Assistant secretary	1 Feb 2005	Other	4924695
Christopher Robert Bello	Assistant secretary	1 Oct 2005	Other	4876756
Ryan Michael Opria	Secretary	1 Oct 2005	Other	4924695
Laurence Cabot Stein	Secretary, legal counsel (09/2007)/director (04/2008)	1 Sep 2007	Other	5423591
William Eugene Rotatori	President	1 May 2010	Other	5798044
William Eugene Rotatori	President (05/2010-05/2014) ceo, director (05/2014)	1 May 2014	Other	5798044
Calvin Clark	President, director (05/2014), chief investment officer (07/2014)	1 May 2014	Other	1491438
Gerard Thomas Lynch	Ceo &(08/1984-05/2014) chairman (08/1984-12/2014) non-executive chairman (01/2015)	1 Jan 2015	Other	315064
Vincent J Delucia	Chief investment officer (6/2015)	1 Jun 2015	Other	6521362

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Berkshire Hathaway Inc	Shareholder	1 Dec 1998	75% - 100%	47-0813844

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.