# NOVEM GROUP

NOVEM GROUP of ROCHESTER, NY is an SEC-registered investment adviser.

## Registration

- CRD: 158964
- Type: SEC-registered investment adviser
- SEC file number: 801-72741
- Location: 350 LINDEN OAKS, SUITE 140, ROCHESTER, NY, 14625
- Phone: 585-348-9525
- Latest filing: 2026-02-27
- Regulatory AUM: $1.7B
- Discretionary AUM: $1.5B
- Non-discretionary AUM: $262.7M
- Clients: 52
- Accounts: 5,571

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities, Corporations

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Robert Joseph Bartolotta | CEO, CCO | — |
| Patrick Daniel Manuel | PRESIDENT | — |
| BARTOLOTTA ROBERT JOSEPH | CEO; PRESIDENT & CEO; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| ESTEVES AMANDA RACHEL | CCO; CCO & SHAREHOLDER | — |
| HERENDEEN CHARLES GABRIEL | SHAREHOLDER | — |
| RACO JEREMY THOMAS | SHAREHOLDER | — |
| MANUEL PATRICK DANIEL | PRESIDENT; SHAREHOLDER | — |
| SCHAEFFER CHRISTOPHER | SHAREHOLDER | — |
| ABDOO AMANDA RACHEL | CCO & SHAREHOLDER | — |
| ALTIERI JEFFREY BERNARD | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/158964/brochure
- Similar advisers: https://search.stillhousedata.com/firm/158964/similar
- Related entities: https://search.stillhousedata.com/firm/158964/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/158964

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.