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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| New Vernon Advisers LP
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| CRD # | 160231 |
| SEC # | 801-73445 |
| CIK # | |
| AUM | $910.6 M (2025-04-04) |
| Employees | 13 (31% Investors, 0% Brokers) |
| Phone | 201-793-0570 |
| Address | 62 Elm Street Morristown, NJ 07960 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | New Vernon Financial Sector Fund LP | [2018-03-30] | 25.6 | 31.3 |
| HF | New Vernon Matrix Fund LP | 2017-03-30 | 330.9 | |
| HF | New Vernon Mauritius - Class F Shares | [2016-03-30] | 7.9 | 20.3 |
| RE | NVH Di LP | [2013-04-01] | 54.4 | 33.2 |
| HF | NVH I LP | 2012-02-13 | 460.5 |
| 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) | 33 | 32.4 |
| (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 | 876.1 |
| (g) Pension and profit sharing plans | 0 | 0.4 |
| (h) Charitable organizations | 0 | 1.8 |
| (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 | 49 | 910.6 |
| By Discretionary | ||
| Discretionary | 49 | 910.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 49 | 910.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 545.2 | |
| United States Persons | 365.4 | |
| Total | 49 | 910.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| James Higgins | 29 | |||
| Jeffrey Edwards | 39 | |||
| Thomas Patrick | 20 | |||
| Jeff Edwards | 9 | |||
| Jorge Sanchez | 7 | |||
| Sebastian Calabro | 4 | |||
| Dennis Bertron | 2 | |||
| Christiane Yeung | 2 | |||
| Micah Lewis | 2 | |||
| Kamal Iyaroo | 2 | |||
| View All | ||||
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TX | 0.5 |