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Private company

NOVEM GROUP S.A.

NOVEM GROUP S.A. is a joint-stock company registered in Luxembourg, active since 2011.1 It is headquartered in Contern, Luxembourg.1

Last updated Oct 21, 2026.

Overview

Aug 2, 2011Founded1
  • HeadquartersContern, Luxembourg1
  • Legal formSociété anonyme1
  • LEI222100KIY63U7PV8N2511
  • StatusActive1
  • LEI statusIssued and current1
  • Registered address19, RUE EDMOND REUTER, L-5326 Contern, Luxembourg1
  • Registered withLuxembourg Business Registers, B1625371

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Corporate structure

NOVEM GROUP S.A. sits at the top of its group. 3 entities, 2 countries on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of NOVEM GROUP S.A.

  • Robert Joseph Bartolotta Owns 75% or more of Novem Group S.a., since 06/2011 (Form ADV)
  • NOVEM GROUP S.A. Contern, Luxembourg

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); owners and owned firms from Form ADV, the registration investment advisers file with the SEC. Each entity in the chart links to its source.

Investment adviser

NOVEM GROUP S.A. is registered with the SEC as an investment adviser. This is what it reports on Form ADV, the registration every adviser files and keeps current.

  • Assets it manages$1.7B3 5,571 accounts, $1.5B with discretion
  • Employees52 50 in investment advice or research
  • ClientsIndividuals (other than high net worth individuals): 3,253 ($825.7M); High net worth individuals: 260 ($546.9M); Pension and profit sharing plans (but not the plan participants or: 137 ($343.6M); Charitable organizations: 2 ($1.3M); State or municipal government entities (including government pension: 1 ($118.5K)
  • How it is paidA percentage of assets under its management; Hourly charges; Fixed fees (other than subscription fees)
  • What it doesFinancial planning services; Portfolio management for individuals and/or small businesses; Pension consulting services; Selection of other advisers (including private fund managers); Publication of periodicals or newsletters; Educational seminars/workshops
  • Holds client assetsNo
  • RegistrationSEC 801-72741, CRD 158964 IAPD record

Who owns it

Owners of 5% or more as the firm lists them (Schedule A), and the owners of those owners up the chain (Schedule B).

  • Robert Joseph Bartolottaowns 75% or more, since 06/2011

Subsidiaries and ownership

Also consolidated

Ownership links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); each one cites its LEI record.

Timeline

  1. Aug 2, 2011Founded NOVEM GROUP S.A. is founded1

Sources

The numbers on this page point here. Each one links to the record it came from.

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