DFX Intelligence
Data Factory
Reading the graph
Reading the graph
NEW VERNON ADVISERS LP, CRD 160231
MORRISTOWN, NJ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| NVH I LP | Hedge Fund | $427M | Mar 28, 2024 | 288 | Feb 13, 2012 | reported | n/a |
| NEW VERNON MATRIX FUND LP | Hedge Fund | $309M | Mar 28, 2024 | 57 | Mar 30, 2017 | reported | 021-26620 |
| NVH DI LP | Real Estate Fund | $32.1M | Mar 28, 2024 | 61 | Apr 1, 2013 | reported | 021-211218 |
| NEW VERNON FINANCIAL SECTOR FUND LP | Hedge Fund | $29.7M | Mar 28, 2024 | 36 | Mar 30, 2018 | reported | 021-302968 |
| NEW VERNON MAURITIUS - CLASS F SHARES | Hedge Fund | $18.5M | Mar 28, 2024 | 26 | Mar 30, 2016 | reported | 021-259288 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BERTRON, DENNIS, CHRISTOPHER | GC/CCO | Na | yes | 02/2021 | Mar 5, 2021 | Mar 28, 2024 |
| EDWARDS, JEFFREY, NEIL | Coo | Na | yes | 08/2009 | Feb 13, 2012 | Mar 28, 2024 |
| NEW VERNON ADVISORS LLC | GP | E | yes | 11/2004 | Feb 13, 2012 | Mar 28, 2024 |
| SANCHEZ, JORGE, NMN | Cfo | Na | yes | 04/2021 | Mar 30, 2022 | Mar 28, 2024 |
| WITTLIN, BARRY, STUART | VICE CHAIRMAN | Na | yes | 07/2017 | Mar 30, 2018 | Mar 28, 2024 |
| ZAKARIA, ARSHAD, RAFIQ | Ceo | Na | yes | 11/2004 | Feb 13, 2012 | Mar 28, 2024 |
| ZAKARIA, ARSHAD, RAFIQ | Member | C | yes | 11/2004 | Feb 13, 2012 | Mar 28, 2024 |
| NVCH II LLC | Member | E | no | 11/2004 | Feb 13, 2012 | Mar 28, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| NEW VERNON WEALTH MANAGEMENT LLC | n/a | Independent wealth | $781M | N | yes | n/a |
| NEW VERNON INVESTMENT MANAGEMENT LLC | n/a | n/a | n/a | N | yes | n/a |
| NEW VERNON MANAGEMENT II LLC | n/a | n/a | n/a | Y | no | n/a |
| NEW VERNON MANAGEMENT III LLC | n/a | n/a | n/a | Y | no | n/a |
| NEW VERNON MANAGEMENT LLC | n/a | n/a | n/a | Y | no | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $902M | $902M | 14 | 4 | 1 | 5 | n/a |
| 2024 | Apr 4, 2025 | $911M | $911M | 13 | 4 | 1 | 5 | n/a |
| 2023 | Mar 28, 2024 | $862M | $861M | 15 | 4 | 1 | 5 | $816M |
| 2022 | Mar 31, 2023 | $836M | $835M | 12 | 4 | 1 | 5 | $796M |
| 2021 | Mar 30, 2022 | $956M | $955M | 13 | 4 | 1 | 5 | $913M |
| 2020 | Mar 31, 2021 | $873M | $871M | 14 | 5 | 1 | 5 | $817M |
| 2019 | Apr 7, 2020 | $923M | $920M | 17 | 6 | 1 | 5 | $859M |
| 2018 | Mar 30, 2019 | $853M | $843M | 17 | 6 | 1 | 5 | $843M |
| 2017 | Mar 30, 2018 | $942M | $927M | 20 | 7 | 1 | 5 | $927M |
| 2016 | Mar 30, 2017 | $773M | $764M | 20 | 7 | n/a | 4 | $762M |
| 2015 | Mar 30, 2016 | $833M | $818M | 20 | 7 | n/a | 3 | $818M |
| 2014 | Mar 30, 2015 | $909M | $904M | 18 | 7 | n/a | 2 | $904M |
| 2013 | Mar 31, 2014 | $820M | $820M | 18 | 7 | n/a | 2 | $820M |
| 2012 | Apr 1, 2013 | $1.1B | $1.1B | 20 | 8 | n/a | 2 | $1.1B |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $902M | $911M | -0.9% | $836M | 2.6% | 14 | 13 | 1 | 1 |