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| New Vernon Advisers LP
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|---|---|
| CRD # | 160231 |
| SEC # | 801-73445 |
| CIK # | |
| AUM | 902.1 M (2026-05-05) |
| Employees | 14 (29% Investors, 0% Brokers) |
| Phone | 201-793-0570 |
| Address | 62 Elm Street Morristown, NJ 07960 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | New Vernon Financial Sector Fund LP | [2018-03-30] | 25.6 M | 30.4 M |
| Filed 2026-02-04 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | New Vernon Matrix Fund LP | 2017-03-30 | 378.7 M | |
| HF | New Vernon Mauritius - Class F Shares | [2016-03-30] | 7.9 M | 17.2 M |
| Filed 2016-03-15 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | NVH Di LP | [2013-04-01] | 54.4 M | 14.8 M |
| Filed 2014-02-04 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| HF | NVH I LP | 2012-02-13 | 409.3 M | |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 32 | 50.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 12 | 850.5 |
| (g) Pension and profit sharing plans | 0 | 0.4 |
| (h) Charitable organizations | 0 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 47 | 902.1 |
| By Discretionary | ||
| Discretionary | 47 | 902.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 47 | 902.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 471.8 | |
| United States Persons | 430.3 | |
| Total | 47 | 902.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| James Higgins | Director | 29 | 4 | |
| Jeffrey Edwards | Director | 40 | 3 | |
| Thomas Patrick | Executive Officer | 28 | 2 | |
| Jeff Edwards | Executive Officer | 9 | 2 | |
| Jorge Sanchez | Executive Officer | 7 | 2 | |
| Sebastian Calabro | Executive Officer | 4 | 2 | |
| Dennis Bertron | Executive Officer | 2 | 2 | |
| Christiane Yeung | Director | 2 | 2 | |
| Micah Lewis | Executive Officer | 2 | 2 | |
| Kamal Iyaroo | Director | 2 | 2 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.8B |
| Clients | 2 (21 non-US) |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Real Estate |
| LEI | 54930029R0VOD3FONG13 |
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