NAA MEMBERSHIP CATEGORIES AND FEES
ASSET MANAGEMENT MEMBERSHIP
Asset managers across asset classes, broker dealers, fund-of-funds, manager-of-managers, and investment consultants across all asset classes - $10,000 annually
ASSOCIATE ASSET MANAGEMENT MEMBERSHIP
Additional executives of firms already represented in our asset management membership - $5,000 annually
ASSET MANAGEMENT FIRM IN FORMATION
Public Markets:
| Qualification/Description | Annual Membership |
| ▪ Total firm AUM up to $300 Million | ▪ $5,000 for first time members only plus time commitment to one committee |
| ▪ Total firm AUM above $300 Million | ▪ $10,000 |
Private Markets:
| Qualification/Description | Annual Membership |
| ▪ Total firm AUM up to $150 Million | ▪ $5,000 for first time members only plus time commitment to one committee |
| ▪ After one year of total firm AUM above $150 Million | ▪ $10,000 |
CORPORATE EXECUTIVE, PUBLIC COMPANY BOARD MEMBER, & NON-PROFIT MEMBERSHIPS
This category encompasses: Law firms, CPAs, investment bankers, consultants, corporate executives* (corporate executives that are not service providers and/or vendors as described below), Board members, Non-profit executives, government, and public sector officials - $5,000 annually
*SERVICE PROVIDER/VENDOR MEMBERSHIP:
Accounting firms, law firms, fund administrators, outsourced compliance officers, insurance brokers, operations/strategy consultants, placement agents, fund distributors, investment banks, and any other who would call on NAA Asset Management members for potential business. Member pays $5,000 annually if sponsoring a program.
▪ $5,000 if sponsoring a program.
▪ $7,500 if not sponsoring a program
ENTREPRENEURIAL MEMBERSHIP
Companies, not engaged in the asset management industry, five years or younger, as measured from the founding date of the company - $5,000 annually
YOUNG LEADER MEMBERSHIP
Bachelor’s degrees: A Young Leader member must be within three years after graduation from an undergraduate degree - $2,500
OR
Master’s degree: A Young Leader member must be within three years after graduation from an MBA or graduate level program - $3,500
FELLOWS
The CEO may invite Fellows from the New America Alliance Institute Pathway Fellowship Program to specific events, which will be complementary - Complementary
