NEWVEST MANAGEMENT, LP
SEC Form ADV profile.
Total regulatory AUM
$438,243,261
Discretionary
$438,243,261
Non-discretionary
$0
Firm details
- CRD number
- 316841
- SEC file number
- 801-124812
- Employees
- 25
- SEC status
- Approved
- Website
- https://www.newvest.com
- Fee structure
-
Fixed fees Performance-based
As of October 2026.