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| Newvest Management LP
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|---|---|
| CRD # | 316841 |
| SEC # | 801-124812 |
| CIK # | |
| AUM | 438.2 M (2026-03-31) |
| Employees | 25 (32% Investors, 0% Brokers) |
| Phone | 646-300-4305 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Newvest PE50 2024 Aggregator LP | [2025-03-27] | 174.6 M | 178.7 M |
| Filed 2025-10-27 (D/A) · Exemption 506(c), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Finder's Fee $50,000 · Revenue Decline to Disclose | ||||
| PE | Newvest PD50 2023 Aggregator LP | [2024-03-28] | 136.5 M | 112.1 M |
| Filed 2024-04-10 (D/A) · Exemption 506(c), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Newvest PE50 2023 Aggregator LP | [2024-03-28] | 136.5 M | 147.4 M |
| Filed 2024-04-10 (D/A) · Exemption 506(c), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Newvest Vintage 2022 LP - Series Energy Transition 30 | 2022-09-26 | ||
| PE | Newvest Vintage 2022 LP - Series Healthcare 30 | 2022-09-26 | ||
| PE | Newvest Vintage 2022 LP - Series Impact 30 | 2022-09-26 | ||
| PE | Newvest Vintage 2022 LP - Series Infra 50 | 2022-09-26 | ||
| PE | Newvest Vintage 2022 LP - Series Israel Tech 50 | 2022-09-26 | ||
| PE | Newvest Vintage 2022 LP - Series PD50 | 2022-09-26 | 14.4 M | |
| PE | Newvest Vintage 2022 LP - Series PE 50 | 2022-09-26 | 32.0 M | |
| PE | Newvest Vintage 2022 LP - Series RE 50 | 2022-09-26 | ||
| PE | Newvest Vintage 2022 LP - Series Software Tech 30 | 2022-09-26 | ||
| PE | Newvest Vintage 2022 LP | [2021-10-20] | 136.5 M | 46.5 M |
| Filed 2024-04-10 (D/A) · Exemption 506(c), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($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 | 438.2 |
| (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 | 438.2 |
| By Discretionary | ||
| Discretionary | 9 | 438.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 9 | 438.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 318.3 | |
| United States Persons | 120.0 | |
| Total | 9 | 438.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Joseph Blum | Executive Officer | 54 | 3 | |
| Edward Talmor-Gera | Executive Officer | 10 | 2 | |
| Newvest Management LP | Promoter | 8 | 2 | |
| Newvest 2023 GP LP | Promoter | 4 | 2 | |
| Newvest Vintage 2022 GP LP | Promoter | 4 | 2 | |
| Newvest 2024 GP LP | Promoter | 4 | 2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity |
| Comparable Firms | State | AUM |
|---|---|---|
|
Durational Capital Management LP
✚
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Bluestone Equity Partners LP
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NY | 439.9 M |
|
Groundforce Capital Management LLC
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|
Second Alpha Partners LLC
✚
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NY | 438.4 M |
|
154 Partners Investment Management LLC
✚
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NY | 438.1 M |
|
CIC Partners Management LLC
✚
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TX | 438.0 M |
|
Faction Ventures LLC
✚
|
CA | 432.6 M |