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| Newvest Management LP
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|
|---|---|
| CRD # | 316841 |
| SEC # | 801-124812 |
| CIK # | |
| AUM | $445.3 M (2025-07-08) |
| Employees | 17 (41% Investors, 0% Brokers) |
| Phone | 646-300-4305 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Newvest PE50 2024 Aggregator LP | [2025-03-27] | 0.0 | 191.3 |
| PE | Newvest PD50 2023 Aggregator LP | [2024-03-28] | 109.5 | 111.3 |
| PE | Newvest PE50 2023 Aggregator LP | [2024-03-28] | 109.5 | 142.7 |
| PE | Newvest Vintage 2022 LP - Series Energy Transition 30 | 2022-09-26 | 0.0 | |
| PE | Newvest Vintage 2022 LP - Series Healthcare 30 | 2022-09-26 | 0.0 | |
| PE | Newvest Vintage 2022 LP - Series Impact 30 | 2022-09-26 | 0.0 | |
| PE | Newvest Vintage 2022 LP - Series Infra 50 | 2022-09-26 | 0.0 | |
| PE | Newvest Vintage 2022 LP - Series Israel Tech 50 | 2022-09-26 | 0.0 | |
| PE | Newvest Vintage 2022 LP - Series PD50 | 2022-09-26 | 14.4 | |
| PE | Newvest Vintage 2022 LP - Series PE 50 | 2022-09-26 | 32.0 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 9 | 445.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 9 | 445.3 |
| By Discretionary | ||
| Discretionary | 9 | 445.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 9 | 445.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 347.1 | |
| United States Persons | 98.2 | |
| Total | 9 | 445.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Joseph Blum | 54 | ||
| Edward Talmorgera | 10 | ||
| Newvest Management LP | 8 | ||
| Newvest 2023 GP LP | 4 | ||
| Newvest Vintage 2022 GP LP | 4 | ||
| Newvest 2024 GP LP | 4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
HGC Advisor LLC
✚
|
0.4 | |
|
Cimarron Healthcare Capital LLC
✚
|
UT | 0.4 |
|
Iron Path Capital LP
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|
VA | 0.4 |
|
Aisling Capital Management LP
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|
NY | 0.4 |
|
GIP Investment Adviser LLC
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|
FL | 0.4 |
|
C Cubed Capital Partners LLC
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|
FL | 0.4 |
|
Sage Advisors LLC
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|
NY | 0.4 |
|
Greenridge Equity Partners LLC
✚
|
TX | 0.4 |
|
Benford Capital Partners Management LP
✚
|
IL | 0.4 |
|
Stonecourt Capital LP
✚
|
NY | 0.4 |