Building on
American Latino Success
To Forge A Stronger America

Membership Categories

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