NOVEM GROUP
CRD #158964 SEC #801-72741 ROCHESTER, NY 585-348-9525
SEC Registered
Total AUM
$1.4B
Discretionary
$1.2B
Employees
52
Clients
--
Accounts
5,074
Firm Details
- Organization Type
- Corporation
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 11, 2025
- Branch Offices
- 8
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ABDOO, AMANDA, RACHEL | I | CCO & SHAREHOLDER | NA | |
| ALTIERI, JEFFREY, BERNARD | I | SHAREHOLDER | NA | |
| ALTIERI, JEFFREY, BERNARD | I | SHAREHOLDER | NA | |
| ALTIERI, JEFFREY, BERNARD | I | SHAREHOLDER | NA | |
| ALTIERI, JEFFREY, BERNARD | I | SHAREHOLDER | NA | |
| ALTIERI, JEFFREY, BERNARD | I | SHAREHOLDER | NA | |
| ALTIERI, JEFFREY, BERNARD | I | SHAREHOLDER | NA | |
| ALTIERI, JEFFREY, BERNARD | I | SHAREHOLDER | NA | |
| ESTEVES, AMANDA, RACHEL | I | CCO & SHAREHOLDER | NA | |
| ESTEVES, AMANDA, RACHEL | I | CCO & SHAREHOLDER | NA | |
| ESTEVES, AMANDA, RACHEL | I | CCO & SHAREHOLDER | NA | |
| ESTEVES, AMANDA, RACHEL | I | CCO & SHAREHOLDER | NA | |
| ESTEVES, AMANDA, RACHEL | I | CCO & SHAREHOLDER | NA | |
| ESTEVES, AMANDA, RACHEL | I | CCO | NA | |
| ESTEVES, AMANDA, RACHEL | I | CCO & SHAREHOLDER | NA | |
| ESTEVES, AMANDA, RACHEL | I | CCO & SHAREHOLDER | NA | |
| ESTEVES, AMANDA, RACHEL | I | CCO & SHAREHOLDER | NA | |
| ESTEVES, AMANDA, RACHEL | I | CCO | NA | |
| ESTEVES, AMANDA, RACHEL | I | CCO | NA | |
| ESTEVES, AMANDA, RACHEL | I | CCO | NA | |
| HERENDEEN, CHARLES, GABRIEL | I | SHAREHOLDER | NA | |
| HERENDEEN, CHARLES, GABRIEL | I | SHAREHOLDER | NA | |
| HERENDEEN, CHARLES, GABRIEL | I | SHAREHOLDER | NA | |
| HERENDEEN, CHARLES, GABRIEL | I | SHAREHOLDER | NA | |
| HERENDEEN, CHARLES, GABRIEL | I | SHAREHOLDER | NA | |
| HERENDEEN, CHARLES, GABRIEL | I | SHAREHOLDER | NA | |
| HERENDEEN, CHARLES, GABRIEL | I | SHAREHOLDER | NA | |
| HERENDEEN, CHARLES, GABRIEL | I | SHAREHOLDER | NA | |
| HERENDEEN, CHARLES, GABRIEL | I | SHAREHOLDER | NA | |
| MANUEL, PATRICK, DANIEL | I | SHAREHOLDER | NA | |
| MANUEL, PATRICK, DANIEL | I | SHAREHOLDER | NA | |
| MANUEL, PATRICK, DANIEL | I | SHAREHOLDER | NA | |
| MANUEL, PATRICK, DANIEL | I | SHAREHOLDER | NA | |
| MANUEL, PATRICK, DANIEL | I | SHAREHOLDER | NA | |
| MANUEL, PATRICK, DANIEL | I | SHAREHOLDER | NA | |
| MANUEL, PATRICK, DANIEL | I | PRESIDENT | NA | |
| MANUEL, PATRICK, DANIEL | I | SHAREHOLDER | NA | |
| MANUEL, PATRICK, DANIEL | I | SHAREHOLDER | NA | |
| MANUEL, PATRICK, DANIEL | I | SHAREHOLDER | NA | |
| MANUEL, PATRICK, DANIEL | I | PRESIDENT | NA | |
| MANUEL, PATRICK, DANIEL | I | PRESIDENT | NA | |
| MANUEL, PATRICK, DANIEL | I | PRESIDENT | NA | |
| MANUEL, PATRICK, DANIEL | I | PRESIDENT | NA | |
| MANUEL, PATRICK, DANIEL | I | PRESIDENT | NA | |
| MANUEL, PATRICK, DANIEL | I | PRESIDENT | NA | |
| MANUEL, PATRICK, DANIEL | I | PRESIDENT | NA | |
| RACO, JEREMY, THOMAS | I | SHAREHOLDER | NA | |
| RACO, JEREMY, THOMAS | I | SHAREHOLDER | NA | |
| RACO, JEREMY, THOMAS | I | SHAREHOLDER | NA | |
| RACO, JEREMY, THOMAS | I | SHAREHOLDER | NA | |
| RACO, JEREMY, THOMAS | I | SHAREHOLDER | NA | |
| RACO, JEREMY, THOMAS | I | SHAREHOLDER | NA | |
| RACO, JEREMY, THOMAS | I | SHAREHOLDER | NA | |
| RACO, JEREMY, THOMAS | I | SHAREHOLDER | NA | |
| RACO, JEREMY, THOMAS | I | SHAREHOLDER | NA | |
| SCHAEFFER, CHRISTOPHER | I | SHAREHOLDER | NA | |
| SCHAEFFER, CHRISTOPHER | I | SHAREHOLDER | NA | |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT & CEO | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT & CEO | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT & CEO | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT & CEO | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT & CEO | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT & CEO | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | CEO | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT & CEO | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT & CEO | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | PRESIDENT & CEO | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | CEO | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | CEO | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | CEO | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | CEO, CCO | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | CEO, CCO | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | CEO, CCO | E | Control |
| BARTOLOTTA, ROBERT, JOSEPH | I | CEO, CCO | E | Control |
Registrations
Federal
IA
Nov 11, 2025 REGISTERED
Notice Filings (33)
AZ CA CO CT DC FL GA IA IL KS LA MA MD ME MI MO NC ND NE NH NJ NY OH OR PA RI SC TN TX UT VA VT WA
Address
350 LINDEN OAKSSUITE 140
ROCHESTER, NY 14625
United States
Phone: 585-348-9525