Investor Database — 54,000+ VC, PE & angel contacts, the full list for $19.Get the list

Neville, Rodie & Shaw, Inc.

Private Investment Firm New York, United States ·Founded 1933

Overview

Neville, Rodie & Shaw, Inc. is a registered investment advisory firm founded in 1933, specializing in managing long-only separate accounts for investors seeking professional guidance in wealth protection and enhancement. The firm serves a diverse clientele, including individuals, families, trusts, foundations, charities, and retirement plans, with assets under management approximately totaling $2.001 billion as of December 31, 2025. Portfolios are separately managed, taking into account all relevant factors. The company is wholly owned by its active employees. Management fees, based upon the market value of the portfolio under management, are effectively the sole source of company revenue. The firm is a charter member of The Investment Adviser Association and is registered with The Securities and Exchange Commission. The firm is registered in multiple states, including New York, California, and Texas.

Investment Focus

Minimum account size of $1,000,000

Portfolio Companies

AppleVisaMerck & Co.

Reach Neville, Rodie & Shaw, Inc. directly

Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.

Unlock full contacts →

Frequently asked questions about Neville, Rodie & Shaw, Inc.

What sectors does Neville, Rodie & Shaw, Inc. invest in?

Neville, Rodie & Shaw, Inc. invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in New York, United States. Neville, Rodie & Shaw, Inc. is listed as a private investment firm in the ConnectSafely investor database.